Megan Elizabeth Shifflett
Investment adviser representative at Raymond James Financial Services Advisors, Inc
19 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2023 to now
- Atlantic Union BankMay 2019 to now
- Raymond James Financial Services, IncOct 2007 to now
- Union Bank and TrustOct 2007 to May 2019
- Union Investment ServicesOct 2007 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5226852
- Firm CRD
- 149018