Michelle M. Vargas
Professional summary
Michelle Miller Vargas, CFP®, who also goes by Michelle Miller, Michelle R. Miller, Michelle Renee Miller, Michelle Miller Vargas, Michelle Vargas, is a registered financial advisor currently at WAYMAKER FINANCIAL PLANNING located in Fort Worth, Texas.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michelle has worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Miller Vargas's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1998
Experience
April 29, 2020 - Present
WAYMAKER FINANCIAL PLANNING
Office #1: 1751 River Run Suite 200, Fort Worth, TX 76107March 3, 1997 - March 2, 2001
LPL FINANCIAL LLC
May 18, 1995 - March 3, 1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
February 18, 1994 - February 23, 1995
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/29/2020)
Exams
Current Firm
WAYMAKER FINANCIAL PLANNING
CRD#: 308177 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 456,377 |
Red Flags
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