Michelle Miller Vargas
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Retirement Planning
- Investment Management
Specializations
Other Aliases
Michelle Miller, Michelle R. Miller, Michelle Renee Miller, Michelle Miller Vargas, Michelle Vargas
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Credentials
Years of Experience
32 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Current Firm
WAYMAKER FINANCIAL PLANNING | WAYMAKER FINANCIAL PLANNING LLC
Contact Information
Main Address
1751 River Run Suite 200, Fort Worth, TX 76107Phone Number
(817) 935-0825# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
11AUM (Assets Under Management)
$3,624,339Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
State Registrations and Notice Filings
(4/29/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Miller Vargas's CRS (Customer Relationship Summary).
Services Offered by Michelle
- Financial Planning
- Retirement Planning
- Investment Management
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP