Megan Troupe, financial advisor Bellingham WA

Megan Troupe

CRD Number: 7177216
Current Firm: Saturna Capital Corporation

Megan Troupe (CRD# 7177216) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Saturna Brokerage Services Bellingham, WA Dec 2020 - Current 3
Saturna Capital Corporation Bellingham, WA Mar 2020 - Current 4
Apex Nw Volleyball Club Bellingham, WA Oct 2019 - Current 4
Saturna Brokerage Services Bellingham, WA Mar 2020 - Dec 2020 < 1
Express Employment Professionals Bellingham, WA Aug 2019 - Mar 2020 < 1
Unemployed Bellingham, WA Jun 2019 - Jul 2019 < 1
Occam's Razor Bellingham, WA Sep 2018 - Jun 2019 < 1
Loron Inc. Kelso, WA Jul 2018 - Aug 2018 < 1
Western Washington University Bellingham, WA Sep 2017 - Jun 2018 < 1
Loron Inc. Kelso, WA Jul 2017 - Aug 2017 < 1
Western Washington University Bellingham, WA Sep 2016 - Jun 2017 < 1
Loron Inc. Bellingham, WA Jul 2016 - Aug 2016 < 1
Western Washington University Bellingham, WA Mar 2016 - Jun 2016 < 1
Western Washington University Bellingham, WA Sep 2015 - Jun 2016 < 1
East Hills Alliance Church Kelso, WA Sep 2013 - Aug 2015 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2020
Contact Info for Megan K. Troupe
Phone Number: 360-734-9900
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    6,644
    MILLIONS
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $57,771,641
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA

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