Megan
Lewis
Saturna Capital Corporation
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About this Advisor
Megan Lewis is a financial advisor based in Bellingham, Washington with 1 year of relevant experience. Lewis is currently employed by Saturna Capital Corporation. Over the course of their career, they have held roles at Saturna Capital Corporation, Saturna Brokerage Services, Aslan Brewing Co, Uber / Self Employed, The Loft Restaurant, Nw Technology, Hotel Bellwether and Saturna Trust Company. Lewis holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in Washington. Saturna Capital Corporation is a firm that has its headquarters in Bellingham, WA. It has a total of 73 financial advisors. It has $5 billion in assets under management between its 117 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 117 client accounts, 42% are associated with high-net-worth investors who have at least $1 million in investable assets. The business provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and pension consulting services. Financial management fees largely depend on which service is provided. However, fees billed by Saturna Capital Corporation can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saturna Capital Corporation Brokerage Details
$5,150,693,205
73
117
$44,023,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
Megan Lewis Work History
Megan has been registered as a financial advisor for 1 years.*
Saturna Capital Corporation
Saturna Trust Company
Saturna Brokerage Services
Saturna Capital Corporation
Aslan Brewing Co
Uber / Self Employed
The Loft Restaurant
Nw Technology
Hotel Bellwether
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Megan Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Saturna Capital Corporation
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Henderson, NV
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