Megan Myers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orem, UT, with 11 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

357 East 1200 South, Orem, UT, 84058

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Megan works as an associate/employee at Myers Financial Services, assisting with opening accounts, paperwork, answering phones, and helping clients. This takes about half of Megan's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2015 - Present · 11 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2014 - Present · 11 yrs 9 mos
State Registrations1 state
UT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.