Michael S. Miles

VARIPLAN

VIENNA, VA 22182

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CRD#: 2730873

Professional summary

Michael Scott Miles, CFP®, who also goes by Michael S Miles, is a registered financial advisor currently at VARIPLAN, LLC located in Vienna, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael S Miles

Other business activities

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.

TURNKEY FINANCIAL SERVICES, 43538 FIRESTONE PLACE, LEESBURG, VA 20176, INTERMITTENTLY AS INVESTMENT ADVISOR. FIRM IS UNDER COMMON OWNERSHIP AND OPERATIONS ARE WINDING DOWN.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Miles's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

February 8, 2008 - Present

VARIPLAN, LLC

Office #1: 8000 Towers Crescent Drive Suite 1350, Vienna, VA 22182

RIA

CRD#: 143361

VIENNA, VA

Past

August 19, 1999 - December 31, 2008

TURNKEY FINANCIAL SERVICES

RIA

CRD#: 116582

VIENNA, VA

Past

May 10, 1996 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

May 10, 1996 - October 13, 1999

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(2/8/2008)

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

State Security Law Exam

IAR

Series 65

Date: 1/11/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/9/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VARIPLAN, LLC

CRD#: 143361 / SEC#:

Virginia

Registered Investment Advisory firm - (4/16/2007 Approved)

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Contact information

Main Address

Leesburg, VA

Mailing Address

20130 Lakeview Center Plaza Suite 400, Ashburn, VA 20147

Phone number

(800) 923-7616

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael S. Miles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Miles's CRS (Customer Relationship Summary).

Certified licenses

Experience

VARIPLAN, LLC

TURNKEY FINANCIAL SERVICES

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/1999

Series 63

Date: 5/15/1996

Series 6

Date: 5/9/1996

Current Firm

VARIPLAN, LLC

Contact information

Documents

Red Flags

Company Information

VARIPLAN, LLC

TRUST BUT VERIFY

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