Megan Williams, FPQP®
Operations Specialist at Avidian Wealth Solutions- Claim this Profile
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Bio
Credentials
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Life and Health Licensed
Texas Department of InsuranceJul, 2022- Nov, 2024 -
Financial Paraplanner Qualified Professional (TM)
Kaplan Financial EducationDec, 2020- Nov, 2024 -
Notary Public Commission
Texas Notary PublicFeb, 2020- Nov, 2024
Experience
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Avidian Wealth Solutions
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United States
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Financial Services
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1 - 100 Employee
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Operations Specialist
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Feb 2023 - Present
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Wealth Enhancement Group
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United States
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Financial Services
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700 & Above Employee
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Client Services Associate
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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.
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Fitzgerald Wealth Management
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United States
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Financial Services
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Operations Assistant
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Mar 2019 - Jul 2021
Fitzgerald Wealth Management transitioned to Wealth Enhancement Group July 2021 Fitzgerald Wealth Management transitioned to Wealth Enhancement Group July 2021
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Client Service Representative
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Nov 2018 - Feb 2019
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Education
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Sam Houston State University
General Business w/ minors in finance and management, Business Administration