Megan Layton
Megan Layton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5000 Meadows Road, Suite 440, Lake Oswego, OR, 97035
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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 works as an associate/employee for PDX Wealth Management, performing administrative duties. This requires a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Waddell & ReedBroker
State Registrations32 states
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