Megan Jean Wall

Current Employers

Employment History

• 11/2009 → 07/2022
  Alibis
  Carlisle, PA
• 06/2013 → 07/2022
  Avantax Investment Services, Inc.
  Carlisle, PA
• 03/2014 → 07/2022
  Avantax Advisory Services
  Carlisle, PA
• 06/2018 → 07/2022
  Avantax Insurance Agency, Llc
  Carlisle, PA
• 06/2013 → 07/2022
  Sniegocki Weaver Financial Solutions
  Palmyra, PA
• 07/2022 → 07/2022
  Ameriprise Financial Services
  Palmyra, PA
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Palmyra, PA
• 07/2022 → Present
  Ameriprise Financial Services, Llc.
  Palmyra, PA

Previous Registrations

• 2014-03-10 → 2022-07-26
  Avantax Advisory Services
  Palmyra, PA

Other Businesses

Real Estate Ownership; Commercial; 520 S Pitt St, , Carlisle, PA, 17013; Not Investment-Related; 02/01/2024. Outside Employment; LJS Group LLC; Employee; Receiving compensation from an advisor owned legal entity.; 1717 Lititz Pike, , Lancaster, PA, 17601; Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours / Pennoptic CPAs and Strategic Partners; Coordinating care between the CPAs and clients as they introduce the concept of Integrated Financial Services.; Tax Preparation; 117 N 6th St, , Denver, PA, 17517; Not Investment-Related; 07/22/2024; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-26
• S63 Uniform Securities Agent State Law Examination
  2013-08-30

Other Names

• Megan Baker