Michael Scott Miles
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael S Miles
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
VARIPLAN, LLC
Contact Information
Main Address
Leesburg, VAMailing Address
20130 Lakeview Center Plaza Suite 400, Ashburn, VA 20147Phone Number
(800) 923-7616# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1996About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Scott Miles's CRS (Customer Relationship Summary).
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