MS
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Megan Simmons

17 Years of Experience
Lafayette, IN
Broker

Megan Simmons is a registered investment advisor at Raymond James & Associates, INC., based in Lafayette, IN, with 17 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

201 Main Street, Suite 605, Lafayette, IN, 47901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
February 2015 - September 2019 · 4 yrs 7 mos
J.P. Morgan Securities LLCBroker
November 2012 - September 2019 · 6 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
February 2010 - June 2012 · 2 yrs 4 mos
Lincoln Financial Distributors, INC.Broker
May 2008 - February 2010 · 1 yr 9 mos
State Registrations1 state
IN
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.