Megan Smith is a registered investment advisor at Cetera Investment Advisers LLC, based in Billings, MT, with 6 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
550 N. 31st Street, Suite 500, Billings, MT, 59101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan is a distributor for Advocare and LimeLife, a notary, a registered client associate for Sitzman Bonner Wealth Management Group and FFEC Wealth Partners, a financial professional for The Saavy Wealth Planners, and an independent travel agent for Inteletravel. These activities take up about 10-20% of Megan's time, with the registered client associate and financial professional roles each taking about 10-20% of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
State Registrations13 states
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