Member · Professional Financial Solutions, LLC
Megan M. Napier
CRD 6719171 · Named on Form ADV at one SEC-registered adviser
At a glance
Professional Financial Solutions, LLC, an SEC-registered wealth manager based in Fairfax, VA with $410 million in regulatory assets, lists Megan M. Napier on its Form ADV as Member.
Firms and roles
- Professional Financial Solutions, LLCMemberWealth manager · Fairfax, VA · $410M in regulatory assets
AtlasMembers
Megan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Michael J. McLeniganManaging Member/chief Compliance Officer, Professional Financial Solutions, LLC
- Renee G. SewallMember, Professional Financial Solutions, LLC
- Andrew W. CroweMember, Professional Financial Solutions, LLC
- Jennifer H DennerMember, Professional Financial Solutions, LLC
- Robert E. CopelandMember, Professional Financial Solutions, LLC
1 more person named with Megan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.