Megan Beaufays (CRD# 6082233) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 8 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avion Wealth | The Woodlands, TX | Aug 2020 - Current | 3 |
| Unemployed | Houston, TX | May 2020 - Jul 2020 | < 1 |
| Lpl Financial LLC | Pittsburgh, PA | Jan 2019 - Apr 2020 | 1 |
| Pnc Bank | Greensburg, PA | Jun 2015 - Jan 2019 | 3 |
| Pnc Investments | Greensburg, PA | Jun 2015 - Jun 2017 | 2 |
| J.p. Morgan Securities LLC | Tipp City, OH | Oct 2012 - Jun 2015 | 2 |
| Jpmorgan Chase Bank | Tipp City, OH | Jun 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- TX
-
Total Assets Under Management780MILLIONS
-
Total Number of Accounts2,039ACCOUNTS
-
Average Account Value$382,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, LA, TX
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