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professional profile

Megan Lynn Heaton

RRIAR Beachwood, OH CRD 5531597 Last verified October 2026

Overview

Megan Lynn Heaton is a registered representative and an investment adviser representative based in Beachwood, OH, with 18 years in the industry.

Years in the industry
18
States registered
53
Exams passed
8
Current firms
2

Contact

3 phone numbers on file

Registrations and licenses

  • Registered in 53 states
  • Series 24
  • Series 31
  • Series 4
  • Series 52TO
  • Series 53
  • Series 66
  • Series 7
  • SIE

Every state, with registration and license dates

Firms

Employment history since 2008

Book and practice

Firm assets under management on file

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