Megan Berning
Megan Berning is a registered investment advisor at Raymond James & Associates, INC., based in Oakbrook Terrace, IL, with 13 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1 Mid America Plz, Suite 800, Oakbrook Terrace, IL, 60181
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Megan has been a notary public in Plainfield, IL since 2013, witnessing signatures. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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