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Megan Lynn Plapp

PFG INVESTMENTS, LLC·WOODBURY, New York
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125 FROEHLICH FARM BLVD., WOODBURY, NY 11797CRD# 6790596Firm CRD# 116537
01

About

Megan Lynn Plapp is a registered financial advisor based in WOODBURY, New York, affiliated with PFG INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PFG INVESTMENTS, LLC
VANDERBILT ADVISORY SERVICES
AUM
$1.6B
Regulatory assets under management
Employees
132
Total firm employees
View all advisors at PFG INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6790596
Firm CRD# 116537
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Megan Lynn Plapp offer?
Megan Lynn Plapp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODBURY, New York for a consultation.
What are Megan Lynn Plapp's credentials?
Megan Lynn Plapp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan Lynn Plapp located?
Megan Lynn Plapp is based in WOODBURY, New York, working with PFG INVESTMENTS, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Megan Lynn Plapp charge for services?
Megan Lynn Plapp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PFG INVESTMENTS, LLC?
PFG INVESTMENTS, LLC has approximately 132 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WOODBURY
Craig David Brooks — SPIELBERGER & BROOKS, INC.Stephen Alfred Distante — PFG INVESTMENTS, LLCBarry Alan Champney — PFG INVESTMENTS, LLCDaniel John Englander — URSULA MANAGEMENT, LLCMark Henry Spielberger — SPIELBERGER & BROOKS, INC.
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Research
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