Megan Mary Reink

Employer firm

Twm Wealth Management Corp CRD 321103

$89.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters
• Educational seminars
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Crown Capital Securities, Lp
  Orange, CA

Previous Registrations

• 2009-06-01 → 2011-10-25
  Morgan Stanley
  Lake Oswego, OR
• 2008-10-03 → 2009-06-01
  Morgan Stanley & Co. Llc
  Lake Oswego, OR

Other Businesses

1) I'M A SALARIED ASSISTANT TO REGISTERED REPRESENTATIVE, LOUIS TAYLOR DBA TAYLOR WEALTH MANAGEMENT. 2) I AM A COLLECTIONS MANAGER FOR VVRX PHARMACY BILLING SOLUTIONS. WE ARE A BILLING AGENT FOR PHYSICIANS CLINICS ACROSS THE U.S. WE RECEIVE DISPENSING PRESCRIPTIONS FROM PHYSICIANS THROUGH BILLING SOFTWARE, WE PROCESS THE CLAIM TO APPROPRIATE INSURANCE CARRIER FOR PAYMENT. I DEVOTE 80 HRS/MO TO THIS NON INVESTMENT RELATED ACTIVITY DURING NON-TRADING HRS. BUSINESS ADDRESS FOR BOTH ABOVE IS SAME AS MY REGISTERED BUSINESS ADDRESS. 3) I am a salaried employee of Project Charles LLC which is a holding company of all of the mentioned companies referenced, TWM Wealth Management and VVRX Billing Solutions. All of my current pay and benefits come from Project Charles. My role at Project Charles is Director of Operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-16
• S66 Uniform Combined State Law Examination
  2003-09-26
• S63 Uniform Securities Agent State Law Examination
  2000-01-25

Other Names

• Megan Mary Highberger
• Megan Mary Highberger