Megan Tredway Carter
LPL Registered Administrative Associate
Megan joined the Strong Financial Network team in 2005 and is an LPL Registered Administrative Associate. She is responsible for the planning, coordination, and efficiency of the office's day-to-day operations. She is also able to assist you with scheduling appointments, servicing client requests, and answering any questions that you may have.
Megan is a Lake County native, attending local schools and graduating from Kelseyville High School prior to graduating from Sonoma State University. She and her husband, Aaron, have two energetic daughters, Bentley and Teagan. In addition to spending time with family, Megan enjoys maintaining a competitive show herd of dairy goats, volunteering at school, and developing websites and publications.
Education:
California State University, Sonoma
- B.S. – Business Administration & Marketing
- Series 6 Investment Company & Variable Contracts Products Registration through LPL Financial
- Series 63 Uniform Securities State Law Exam Registration through LPL Financial
- California State Insurance Life, Accident & Health License #0K3879
- California Notary Public - Commission #2343706
- LPL Service & Operations Council
- Affiliated with LPL Financial 2017
- Affiliated with Investment Centers of America 2005
- Executive Assistant, Lake County Chamber of Commerce
- Administrative Assistant, California Tribal TANF Partnership
Activities:
- Kelseyville Elementary PTO
- Lake County 4-H Community Leader
- American Dairy Goat Association