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Megan W. Beaufays

AVION WEALTH
The Woodlands, TX 77381-3913
Some features on this profile are disabled
CRD#: 6082233
MB

Professional summary

Megan Wray Beaufays, who also goes by Megan L Wray, Megan Lorie Wray, is a registered financial advisor currently at AVION WEALTH located in The Woodlands, Texas.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Megan has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Megan L Wray | Megan Lorie Wray

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Wray Beaufays'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

July 11, 2021 - Present

AVION WEALTH

Office #1: 2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913
RIA
CRD#: 134242
The Woodlands, TX
Past

January 11, 2019 - April 1, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
PITTSBURGH, PA
Past

June 22, 2015 - May 10, 2017

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
GREENSBURG, PA
Past

October 1, 2012 - June 17, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
COLUMBUS, OH
Past

July 11, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
TIPP CITY, OH

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".
AW
AVION WEALTH
AVION WEALTH | EFFICIENT WEALTH MANAGEMENT, LLC | EFFICIENT WEALTH MANAGEMENT LLC | EFFICIENT WEALTH MANAGEMENT | AVION WEALTH, LLC

CRD#: 134242 / SEC#: 801-99351

RIA
Registered Investment Advisory firm - (6/8/2015 Approved)
California
Registered Investment Advisory firm - (7/11/2015 Terminated)
Texas
Registered Investment Advisory firm - (6/11/2015 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Texas
(7/11/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/23/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/14/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/22/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/10/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/10/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AW
AVION WEALTH
AVION WEALTH | EFFICIENT WEALTH MANAGEMENT, LLC | EFFICIENT WEALTH MANAGEMENT LLC | EFFICIENT WEALTH MANAGEMENT | AVION WEALTH, LLC

CRD#: 134242 / SEC#: 801-99351

RIA
Registered Investment Advisory firm - (6/8/2015 Approved)
California
Registered Investment Advisory firm - (7/11/2015 Terminated)
Texas
Registered Investment Advisory firm - (6/11/2015 Terminated)
PREMIUM
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Contact information

Main Address
2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913
Mailing Address
Phone number
(281) 528-1200
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/24/2025)

Regulatory assets under management

Total Number of Accounts1,523
AUM (Assets Under Management)$ 848,721,665

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.

Company Information

AVION WEALTH

CRD#: 134242The Woodlands, TX 77381-3913

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