MF
CFP
MF
CFP

Megan Jayne Mcfarland Fontem

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
2 clients
Average Client Portfolio
$3.9B average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$5M
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Location

Rockville, MD

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Megan works as a shopper for Shipt and Instacart, and as a dasher for Door Dash, all involving grocery and food delivery. Each of these activities requires about 10-20% of Megan's time.

Employment History
Current Registrations
Homestead Advisers CORP.
May 2017 - Present · 8 yrs 9 mos
Homestead Financial Services CORP.Broker
January 2011 - Present · 15 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.