MW
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Megan Weakland
21 Years of Experience
Lake Oswego, OR
3 DisclosuresBroker
Megan Weakland is a registered investment advisor at Raymond James & Associates, INC., based in Lake Oswego, OR, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
5300 Meadows Road, Suite 250, Lake Oswego, OR, 97035-5294
Get directionsHistory
Regulatory History (3)
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Regulatory
March 2019Final
Regulatory
January 2019Final
Employment Separation After Allegations
August 2016Employment History
Current Registrations
Raymond James & Associates, INC.
August 2016 - Present · 9 yrs 9 mos
Raymond James & Associates, INC.
August 2016 - Present · 9 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
March 2011 - September 2016 · 5 yrs 6 mos
Wells Fargo Advisors, LLCBroker
July 2006 - September 2016 · 10 yrs 2 mos
Piper Jaffray & CO.Broker
November 2004 - July 2006 · 1 yr 8 mos
State Registrations17 states
AZCACOFLHIILINMIMTNVNYORPATXUTVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.