Megan L. Evans
Professional summary
Megan Lynn Evans, who also goes by Megan Lynn Bebee, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Maumee, Ohio and NYLIFE SECURITIES LLC located in Maumee, Ohio.
Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Megan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Megan Lynn Evans's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2011 - Present
EAGLE STRATEGIES LLC
Office #1: 1683 Woodlands Drive, Maumee, OH 43537March 10, 2006 - Present
NYLIFE SECURITIES LLC
Office #1: 1683 Woodlands Drive, Maumee, OH 43537February 12, 2001 - February 22, 2002
NYLIFE SECURITIES LLC
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/21/2020)
(3/30/2021)
(5/16/2019)
(4/4/2012)
(7/15/2021)
(6/27/2012)
(8/7/2020)
(7/17/2014)
(1/2/2008)
(11/22/2019)
(4/28/2011)
(10/28/2019)
(3/10/2006)
(6/21/2011)
(4/22/2014)
(10/28/2019)
(9/4/2014)
(12/22/2015)
(1/2/2008)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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