Michelle Waymire (CRD# 6844237) is an Investment Advisor Representative working at Young & Scrappy in Stone Mountain, GA and has over 6 years of experience in the finance industry. Michelle Waymire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Young Scrappy Money LLC | Atlanta, GA | Nov 2019 - Current | 4 |
| The Nalls Sherbakoff Group | Knoxville, TN | Jul 2017 - Nov 2019 | 2 |
| Self-employed | Atlanta, GA | Jan 2017 - Jul 2017 | < 1 |
| Bpv Capital Management/finworx | Knoxville, TN | Mar 2016 - Jan 2017 | < 1 |
| Bpv Capital Management | Knoxville, TN | Jan 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- GA
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$235,856
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
GA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.