Megan Wiley (CRD# 6338913) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Crozet, VA and has over 8 years of experience in the finance industry. Megan Wiley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | Seattle, WA | Aug 2021 - Current | 2 |
| Badgley Phelps Wealth Managers | Seattle, WA | Oct 2019 - Aug 2021 | 1 |
| Moss Adams Wealth Advisors | Seattle, WA | Jun 2015 - Sep 2019 | 4 |
| Hethwood Market | Blacksburg, VA | Mar 2015 - May 2015 | < 1 |
| Harris Teeter | Manassas, VA | Jan 2011 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- VA
- WA
-
Total Assets Under Management5,126MILLIONS
-
Total Number of Accounts2,648ACCOUNTS
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Average Account Value$1,935,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AZ, CA, CO, CT, DE, FL, HI, ID, LA, ME, MN, MT, NC, NJ, NM, NV, NY, OR, PA, TX, VA, WA
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