Michelle Evard Moses
CFP®Professional Summary
Michelle Evard Moses, CFP®, who also goes by Michele Evard, Michelle Lynn Evard, Michelle Evard, Michelle Lynn Moses, is a registered financial advisor currently at ME FINANCIAL, PLLC located in Phoenix, Arizona. Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michelle has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
I’m Michelle Evard-Moses, CFP® professional, the founder of Me Financial. I formed my business because I saw how confused people were with their finances. I wanted to create a place where they could get honest, personalized advice, without being sold to. Much of what I do is helping people achieve what they want and feel financially fulfilled. I enjoy investing outside of the stock market. For this reason, real estate and alternative investments are often...
Other Aliases
Michele Evard, Michelle Lynn Evard, Michelle Evard, Michelle Lynn Moses
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
Website
xxxxxxxxxx.xxx
YouTube Channel
youtube.com/@xxxxxx
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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.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
EVARD FINANCIAL ADVISORS, PLLC | MICHELLE EVARD FINANCIAL SERVICES, PLLC | MICHELLE EVARD ADVISORY SERVICES, PLLC | ME FINANCIAL, PLLC | ME FINANCIAL LLC
Contact Information
Main Address
3033 N. Central Ave. #640, Phoenix, AZ 85012Phone Number
(480) 442-5816# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
119AUM (Assets Under Management)
$17,189,474Similar Advisors
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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.
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State Registrations and Notice Filings
(3/16/2007)
(1/31/2017)
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 Aug 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michelle Evard Moses's CRS (Customer Relationship Summary).
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