Megan Phillips is a registered investment advisor at D.A. Davidson & CO., based in Minden, NV, with 16 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1644 Us Hwy 395 N, Suite 1B, Minden, NV, 89423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan is a 50% owner of Battle Born Wine, assisting with sales, advertising, marketing, and general management, dedicating a few hours per week. She is also a managing member of RKP LLC and co-owner of RKP, LLC, both investment-related real estate ventures, and owns rental property, spending minimal time on each.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations23 states
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