Megan Kristine Alexander

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2016 → 08/2018
  Embassy Suites Loveland
  Loveland, CO
• 08/2018 → 12/2021
  Jbs
  Greeley, CO
• 12/2021 → 07/2022
  Edward Jones
  Fort Collins, CO
• 07/2022 → 10/2024
  Integrated Wealth Strategies
  Windsor, CO
• 11/2024 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2024-07-29 → 2024-10-28
  Lpl Financial Llc
  Timnath, CO
  Windsor, CO

Other Businesses

1. BUCKET LIST REALTIES; 1316 ALYSSA DR, TIMNATH, CO 80547; OWNER/TRAVEL AGENT; START 3/1/2021; APPROX 20 HOURS/MONTH. 2. PARTIAL ADMINISTRATOR AND TRUSTEE/BENEFICIARY OF LIVING REVOKABLE TRUST. 3. RENTAL PROPERTIES; [5632 BEXLEY DR, WINDSOR, CO 80550; START 9/1/2022] [6525 GLOBEFLOWER ST, WELLINGTON, CO 80549; START 9/1/2023] [7359 DUNES ST, WELLINGTON, CO 80549 START 7/1/2024] ; APPROX 1 HOUR/MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-27

Other Names

• Megan Kristine Taylor
• Megan Kristine Alexander