Megan E. Schneider

HURLEY FINANCIAL GROUP

Corvallis, OR 97333

Some features on this profile are disabled

CRD#: 4458332

Professional summary

Megan Elizabeth Schneider, who also goes by Megan Elizabeth Davis, is a registered financial advisor currently at HURLEY FINANCIAL GROUP, INC. located in Corvallis, Oregon and GENEOS WEALTH MANAGEMENT, INC. located in Corvallis, Oregon.

Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Megan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Megan Elizabeth Davis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)DBA:WILL WORK UNDER HURLEY FINANCIAL GROUP AN INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2)INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3)RENTAL INCOME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Elizabeth Schneider's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 29, 2006 - Present

HURLEY FINANCIAL GROUP, INC.

Office #1: 111 Sw 4th Street, Corvallis, OR 97333

RIA

CRD#: 108983

Corvallis, OR

Current

March 30, 2007 - Present

GENEOS WEALTH MANAGEMENT, INC.

Office #1: 111 Sw 4th St, Corvallis, OR 97333

RIA

CRD#: 120894

Corvallis, OR

Past

October 31, 2005 - April 5, 2007

OSAIC SERVICES, INC.

CRD#: 133763

CORVALLIS, OR

Past

January 1, 2002 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HURLEY FINANCIAL GROUP, INC.

DORANN ALDERIN HURLEY,DBA,HURLEY FINANCIAL GROUP | HURLEY FINANCIAL GROUP,INC. | HURLEY FINANCIAL GROUP, INC. | HURLEY FINANCIAL GROUP

CRD#: 108983 / SEC#: 801-57809

RIA

Registered Investment Advisory firm - (7/28/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/30/2007)

California
(8/5/2009)

Colorado
(3/30/2007)

Idaho
(4/22/2008)

IAR

Oregon
(4/29/2006)

Oregon
(3/30/2007)

Washington
(3/30/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/8/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

HURLEY FINANCIAL GROUP, INC.

DORANN ALDERIN HURLEY,DBA,HURLEY FINANCIAL GROUP | HURLEY FINANCIAL GROUP,INC. | HURLEY FINANCIAL GROUP, INC. | HURLEY FINANCIAL GROUP

CRD#: 108983 / SEC#: 801-57809

RIA

Registered Investment Advisory firm - (7/28/2000 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

111 Sw 4th Street, Corvallis, OR 97333

Mailing Address

Phone number

(541) 757-2331

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HFG INC. FORM ADV PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,509
AUM (Assets Under Management)	$ 350,508,773

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Amanda Henevoy

EDWARD JONES

IAR

Corvallis, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Megan E. Schneider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Elizabeth Schneider's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENEOS WEALTH MANAGEMENT, INC.

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

Primary Firm SEC Registration

HURLEY FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2004

Series 63

Date: 3/8/2002

SIE

Date: 10/1/2018

Series 7

Date: 12/22/2001

FINRA

Current Firm

HURLEY FINANCIAL GROUP, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HURLEY FINANCIAL GROUP, INC.

TRUST BUT VERIFY

Similar Advisors