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Megan Lynn Plapp

PFG INVESTMENTS, LLC·WOODBURY, New York
SIE, Series 27, Series 99TOClean recordPFG INVESTMENTS, LLC
125 FROEHLICH FARM BLVD., WOODBURY, NY 11797CRD# 6790596Firm CRD# 116537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Megan Lynn Plapp · WOODBURY, NY
Registration
CRD #6790596 · PFG INVESTMENTS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PFG INVESTMENTS, LLC
CRD 116537 · SEC 801-77166
AUM
$1.6B
Regulatory assets under management
Employees
132
6,469 client accounts
Services offered by PFG INVESTMENTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PFG INVESTMENTS, LLC →
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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 at PFG INVESTMENTS, LLC

Stephen Alfred Distante
WOODBURY, NY
Barry Alan Champney
WOODBURY, NY
Frank S Marano
WOODBURY, NY
Michelle Denise Thomas
WOODBURY, NY
Richard Burt Feinberg
WOODBURY, NY
Darlene Teresa Spinek
WOODBURY, NY

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