Megan Tredway Carter

Megan Tredway Carter

LPL Registered Administrative Associate

Megan Carter joined the Strong Financial Network team in 2005, and is a LPL Registered Administrative Associate & Marketing Associate. She is responsible for the planning, coordination and efficienty 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 with a Bachelor of Science Degree in Marketing from Sonoma State University. Her husband, Aaron, is the Director of Continuous Improvement in Mendocino County and has worked in the education field for over 25 years. 

Megan and Aaron are parents to two little girls; Bentley, who is 10 years old, and Teagan, who is five years-old. In addition to spending time with her daughters and husband, Megan's enjoys maintaining a competitive show herd of dairy goats, volunteering at school, and developing websites and publications in her spare time.

Education:

California State University, Sonoma

  • B.S. – Business Administration & Marketing
Professional Registrations:
  • 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 #2173827
Experience:
  • 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:

  • Lake County Chamber of Commerce
  • American Dairy Goat Association
  • Website/Graphic Design
Phone 707-262-1880
Fax 707-262-1883