MD
MD

Megan Davis

11 Years of Experience
Ann Arbor, MI
Broker

Megan Davis is a registered investment advisor at Raymond James & Associates, INC., based in Ann Arbor, MI, with 11 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

350 S. Main, Suite 100, Ann Arbor, MI, 48104

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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 is an independent distributor for Young Living Essential Oils since 2015, but is no longer actively teaching or coaching. She dedicates minimal time to this business, primarily related to her existing team.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2018 - Present · 7 yrs 11 mos
Raymond James & Associates, INC.
March 2018 - Present · 8 yrs 4 mos
Raymond James & Associates, INC.Broker
March 2018 - Present · 8 yrs 4 mos
Previous Registrations
Chase Investment Services CORP.Broker
March 2009 - September 2010 · 1 yr 6 mos
Chase Investment Services CORP.Broker
March 2007 - December 2008 · 1 yr 9 mos
State Registrations17 states
CACOFLGAILMAMDMEMINCNYOHPATNTXVTWI
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.