Meghan Theresa Tait

Employer firm

Financial Coach CRD 170478

$397M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Lpl Financial
  West Chester, PA
• 05/2014 → Present
  Fc Advisory, Llc
  West Chester, PA
• 01/2013 → Present
  Financial Coach
  West Chester, PA

Other Businesses

1. 08/11/2016: Saints Simon & Jude Church - Outside/W-2 Employment - Not Investment Related - 8 Cavanaugh Court West Chester, PA 19382 - Started 08/15/2016 - 10 Hr/Mo - Field Hockey Coach

Exams

• S66 Uniform Combined State Law Examination
  2015-05-16

Designations

• Certified Financial Planner

Other Names

• Meghan Tait