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Megan L.w. Udis

CAMDEN CAPITAL, LLC·EL SEGUNDO, California
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2301 ROSECRANS AVE., EL SEGUNDO, CA 90245CRD# 6775875Firm CRD# 129505
01

About

Megan L.w. Udis is a registered financial advisor based in EL SEGUNDO, California, affiliated with CAMDEN CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CERTUITY, LLC
CERTUITY, LLC
AUM
$4.0B
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at CERTUITY, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6775875
Firm CRD# 129505
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Megan L.w. Udis offer?
Megan L.w. Udis specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in EL SEGUNDO, California for a consultation.
What are Megan L.w. Udis's credentials?
Megan L.w. Udis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan L.w. Udis located?
Megan L.w. Udis is based in EL SEGUNDO, California, working with CAMDEN CAPITAL, LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Megan L.w. Udis charge for services?
Megan L.w. Udis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMDEN CAPITAL, LLC?
CAMDEN CAPITAL, LLC has approximately 41 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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