Megan Shifflett
Megan Shifflett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlottesville, VA, with 17 years of industry experience. Megan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
1658 State Farm Blvd, Charlottesville, VA, 22911
Get directionsHistory
Regulatory History (3)
Financial
January 2019Financial
August 2017Financial
June 2017Other Business Activities
Megan works as a client assistant at Atlantic Union Bank since 2019, and at Atlantic Union Financial Consultants/AUB Wealth Management since 2021. Both roles take about half of Megan's time and are investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations3 states
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
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