Megan J. Rowsey

RKS MANAGEMENT

calabasas, CA 91302

CRD#: 6845357

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Professional summary

Megan Jean Rowsey, who also goes by Megan Rowsey, is a registered financial advisor currently at RKS MANAGEMENT, INC. located in Calabasas, California.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Megan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Megan Rowsey

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 Jean Rowsey's 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

August 20, 2018 - Present

RKS MANAGEMENT, INC.

Office #1: 23801 Calabasas Rd #2026, Calabasas, CA 91302

RIA

CRD#: 294789

calabasas, CA

Past

February 20, 2018 - April 12, 2019

RKS MANAGEMENT, INC.

RIA

CRD#: 281440

CALABASAS, CA

Past

August 16, 2017 - December 31, 2017

RKS MANAGEMENT, INC.

RIA

CRD#: 281440

CALABASAS, CA

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

California
(8/20/2018)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/24/2017

Uniform Investment Adviser Law Examination

Current Firm

RKS MANAGEMENT, INC.

CRD#: 294789 / SEC#:

California

Registered Investment Advisory firm - (8/20/2018 Approved)

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Contact information

Main Address

2801 Townsgate Rd. Suite 127, Westlake Village, CA 91361

Mailing Address

Phone number

(818) 515-4197

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Megan J. Rowsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Jean Rowsey's CRS (Customer Relationship Summary).

Certified licenses

Experience

RKS MANAGEMENT, INC.

RKS MANAGEMENT, INC.

RKS MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2017

Current Firm

RKS MANAGEMENT, INC.

Contact information

Documents

Red Flags

Company Information

RKS MANAGEMENT, INC.

TRUST BUT VERIFY

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