Megan Davis, financial advisor Wichita KS
93 score

Megan Davis

CRD Number: 5486494
Current Firm: Kc Investment Advisors, LLC

Megan Davis (CRD# 5486494) is an Investment Advisor Representative working at Kc Investment Advisors, LLC in Wichita, KS and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Kc Insurance Agency Wichita, KS Dec 2009 - Current 7
Kc Investment Advisors, LLC Wichita, KS Dec 2009 - Current 7
Securities America Inc. La Vista, NE Jan 2008 - Current 8
Kcoe Wealth Wichita, KS Jan 2008 - Current 8
Wichita State University Wichita, KS Aug 2006 - Dec 2008 2
Old Chicago Wichita, KS Dec 2007 - Jul 2008 < 1
Old Chicago Wichita, KS May 2006 - Aug 2007 1
Research Partnership Wichita, KS May 2007 - May 2007 < 1
Line Medical Wichita, KS May 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Megan R. Davis
Phone Number: 316-682-8344
Registered State(s):
  • CO
  • KS
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    423
    ACCOUNTS
  • Average Account Value
    $472,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
Types of Clients
Registered States

CO, IA, KS, NE, OK, TX

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

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