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Meghan Theresa Tait

Financial Coach

West Chester, PA

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Current Employers
Financial Coach

940 E. Boot Rd. Suite 101, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-02-10
  • PA RA
    APPROVED
    Since 2016-02-10

Branch Locations

940 E. Boot Rd. Suite 101, West Chester, PA 19380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial West Chester PA 01/2013 Present
Fc Advisory, Llc West Chester PA 05/2014 Present
Financial Coach West Chester PA 01/2013 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-16
  • S66 Uniform Combined State Law Examination
    2015-05-16
Designations
Other Names
  • Meghan Tait

View on SEC IAPD

Other Firms

WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
KEY FINANCIAL, INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
PGIM INVESTMENTS LLC

Other Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA
HENRY JOHN SAUR
JAMES JOSEPH KRAUSE
Stefan Nensala
Charles Dan Gray
Douglas Edward Grom

Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
TRUIST ADVISORY SERVICES, INC. · WEST CHESTER, PA
WELLS FARGO CLEARING SERVICES, LLC · WEST CHESTER, PA

More in West Chester, PA

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