Megan Williams, FPQP®

Operations Specialist at Avidian Wealth Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • Life and Health Licensed
    Texas Department of Insurance
    Jul, 2022
    - Nov, 2024
  • Financial Paraplanner Qualified Professional (TM)
    Kaplan Financial Education
    Dec, 2020
    - Nov, 2024
  • Notary Public Commission
    Texas Notary Public
    Feb, 2020
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Specialist
      • Feb 2023 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Services Associate
      • Jul 2021 - Feb 2023

      Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial advisors at Wealth Enhancement Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    • United States
    • Financial Services
    • Operations Assistant
      • Mar 2019 - Jul 2021

      Fitzgerald Wealth Management transitioned to Wealth Enhancement Group July 2021 Fitzgerald Wealth Management transitioned to Wealth Enhancement Group July 2021

    • Client Service Representative
      • Nov 2018 - Feb 2019

Education

  • Sam Houston State University
    General Business w/ minors in finance and management, Business Administration
    2016 - 2018

Community

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