MH
MH

Megan Horton

1 Year of Experience
Montgomery, TX
Broker

Megan Horton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montgomery, TX, with 1 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
Loading...

Location

895 Fish Creek Thoroughfare, Montgomery, Montgomery, TX, 77316

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Megan is an officer (Vice President) of SHT Land Holdings, a land owner, dedicating minimal time. She also works as a financial advisor at Woodforest National Bank and Woodforest Wealth, spending about half her time at each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
Raymond James Financial Services Advisors, INC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Edward Jones
June 2024 - January 2025 · 7 mos
Edward JonesBroker
March 2024 - January 2025 · 10 mos
State Registrations24 states
AKAZCOCTFLGAILINKYLAMDMNNCNVNYOHOKPASCTXUTVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.