Megan Beaufays has been an investment adviser representative at Avion Wealth since July 2021, and is not listed among the firm’s executive officers or direct owners. Megan Beaufays holds a Bachelor's degree from Bowling Green State University.
Avion Wealth, LLC is a The Woodlands, TX firm with $985M under management, 300 clients and 8 advisers in one office, as of its August 2026 filing.
Megan W. Beaufays is Wealth Manager of Avion Wealth. She creates comprehensive wealth management plans for high-net-worth individuals and families. She also serves as the firm's CPA Liaison, confirming that tax strategies implemented by wealth managers reach the client's CPA for accurate reporting.
Professional designations
Listed by Avion Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Megan Beaufays is registered as an investment adviser representative in Texas, since July 2021.
- TexasSince 11 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 22 December 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 March 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 14 August 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 July 2012 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Megan Wray Beaufays
- CRD
- 6082233
- Firm
- Avion Wealth · CRD 134242
- Office
- 2829 TECHNOLOGY FOREST BOULEVARD, SUITE 300, The Woodlands, TX 77381-3913
- Registration
- Investment adviser registration
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- avionwealth.com
Where does Megan Beaufays work?
Megan Beaufays is an investment adviser representative registered through Avion Wealth, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Megan Beaufays a financial advisor?
Yes. Megan Beaufays has a current investment-adviser registration in Texas, through Avion Wealth since July 2021.
How many years of experience does Megan Beaufays have?
Megan Beaufays has 11 years in the financial industry, since June 2015, across 1 adviser firm.
What exams has Megan Beaufays passed?
Megan Beaufays has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 6TO. The earliest, the Series 6, was passed in July 2012. FINRA credited Megan Beaufays with the SIE, which began in October 2018.
Where is Megan Beaufays based?
Megan Beaufays’ registered office is in The Woodlands, TX.
Is Megan Beaufays registered with FINRA?
No. Megan Beaufays has no current broker registration.
Is Megan Beaufays a CFP?
Avion Wealth lists Megan Beaufays with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Megan Beaufays’ record?
Search CRD 6082233 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Beaufays’ full registration record.
