Megan Lynn Evans

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 10/2004 → Present
  New York Life Insurance
  Toledo, OH
• 02/2006 → Present
  Nylife Securities
  Toledo, OH
• 04/2007 → 10/2016
  Beebe Financial Services
  Toledo, OH
• 06/2011 → Present
  Eagle Strategies Llc
  Maumee, OH
• 10/2016 → Present
  Ebf, Llc D/B/A Evans, Beebe & Fields Financial Group
  Maumee, OH

Other Businesses

[OPERATING UNDER THE DBA NAME OF EBF, LLC D/B/A EVANS, BEEBE & FIELDS FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MAUMEE, OH; START DATE: 10/2016] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1683 Woodlands Drive, Maumee, OH 43537; Start Date 07/2026; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Client meetings and product solicitation. Brokering of fixed insurance products]

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-17
• S63 Uniform Securities Agent State Law Examination
  2007-10-30

Other Names

• Megan Lynn Bebee