Megan Evans, financial advisor Maumee OH
93 score

Megan Evans

CRD Number: 3184415
Current Firm: Eagle Strategies LLC

Megan Evans (CRD# 3184415) is an Investment Advisor Representative working at Eagle Strategies LLC in Maumee, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Maumee, OH Jun 2011 - Current 5
Beebe Financial Services Toledo, OH Apr 2007 - Current 9
Nylife Securities Toledo, OH Feb 2006 - Current 10
New York Life Insurance Toledo, OH Oct 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Megan L. Evans
Phone Number: (888) 695-3245
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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