Megan
Lewis
Saturna Capital Corporation
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About this Advisor
Megan Lewis is a financial advisor based in Bellingham, Washington, working with Saturna Capital Corporation. Megan has previously held positions at Saturna Capital Corporation, Saturna Brokerage Services, Aslan Brewing Co, Uber / Self Employed, The Loft Restaurant, Nw Technology, Hotel Bellwether, and Saturna Trust Company. Megan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Megan is part of Saturna Capital Corporation, which operates out of Bellingham, Washington. The firm has 1 office and 75 employees. The firm manages assets totaling $6.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Saturna Capital Corporation includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Saturna Capital Corporation Brokerage Details
$6,643,738,704
75
115
$57,771,641
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
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
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
Bellingham, WA
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