Megan Pegan-Naylor
Megan Pegan-Naylor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Traverse City, MI, 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
Firm Size
IM Fee
Assets Under Management
Location
818 Red Drive, Suite 230, Traverse City, MI, 49684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan is a bookkeeper for her husband's business, Fresh Coast K9, LLC, spending minimal time on it. She also works as an associate/employee for Schweitzer Capital Group, LLC, dedicating about half her time to general office duties.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations10 states
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