Megan Billeter has been an investment adviser representative at Twenty Twenty Investment Advisors,llc since January 2026, and is not listed among the firm’s executive officers or direct owners. Megan Billeter holds a BA in Marketing from Western Washington University.
Twenty Twenty Investment Advisors,llc is a firm with $139M under management, 341 clients and 4 advisers across 5 offices, as of its July 2026 filing.
Megan Billeter is an Investment Advisor Representative at Twenty Twenty Investment Advisors, based in Spokane, WA. She works with individuals and families on their financial planning. She began her career in technology sales, then moved into financial planning and joined the firm after earning her Series 65. She also uses her marketing background to support the firm's newsletter, website and client communications.
- – present · under a yearBellingham, WA · Adviser representative · Firm CRD 128086
Investment adviser representative registrations
Megan Billeter is registered as an investment adviser representative in Washington, since January 2026.
- WashingtonSince 22 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Megan Marie Billeter
- CRD
- 8200042
- Firm
- Twenty Twenty Investment Advisors,llc · CRD 128086
- Office
- Bellingham, WA
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 2020ia.com
Where does Megan Billeter work?
Megan Billeter is an investment adviser representative registered through Twenty Twenty Investment Advisors,llc since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Megan Billeter a financial advisor?
Yes. Megan Billeter has a current investment-adviser registration in Washington, through Twenty Twenty Investment Advisors,llc since January 2026.
How many years of experience does Megan Billeter have?
Megan Billeter has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Megan Billeter passed?
Megan Billeter passed the Series 65 in January 2026.
Where is Megan Billeter based?
Megan Billeter’s registered office is in Bellingham, WA.
Is Megan Billeter registered with FINRA?
No. Megan Billeter has no current broker registration.
How can I verify Megan Billeter’s record?
Search CRD 8200042 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Billeter’s full registration record.
