Wells Fargo Advisors
42yrs
Top advisor by experience in Cranberry Township
18yrs
Megan Paull is a fiduciary financial advisor in Cranberry Township, Pennsylvania, with 18 years in the industry. After 14 years at Pruco Securities, Megan joined LPL Enterprise in 2024, a firm offering financial planning, investment management, and educational workshops. LPL Enterprise reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 136 advisors with offices in Cranberry Township, and one of 125 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 66% of advisors at LPL Enterprise
Office2009 Mackenzie Way Suite 100 PMB 188, Cranberry Township, PA 16066
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2011 – 2024Pruco Securities, LLC.Previously
Contact Megan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Megan. 2009 Mackenzie Way Suite 100 PMB 188Cranberry Township, PA 16066Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
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Questions to ask Megan
Tailored to Megan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Megan
How do I contact Megan?
Call LPL Enterprise at (704) 733-3300 and ask for Megan Paull. Megan works from the Cranberry Township, PA office.
How long has Megan been a financial advisor?
Megan has been in the industry since 2008, about 18 years. More experience than 66% of advisors at LPL Enterprise.
What licenses does Megan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Megan a fiduciary?
Megan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Megan paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Megan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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