MM
CFP
MM
CFP

Meghan Elizabeth Mullikin

11 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
843 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K
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Location

50 E. Rivercenter Blvd, Suite 301, Covington, KY, 41011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Meghan is a board member at Freestore Foodbank, a non-profit organization, since January 2024. She spends minimal time on this activity, including a few hours during trading hours.

Employment History
Current Registrations
Journey Advisory Group, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Mariner Wealth
June 2022 - August 2024 · 2 yrs 2 mos
Fifth Third Securities, INC.
November 2011 - March 2020 · 8 yrs 4 mos
Fifth Third Securities, INC.Broker
September 2011 - March 2020 · 8 yrs 6 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Meghan Elizabeth Mullikin - Financial Advisor | TrueAdvisor