Miguel Armendariz, financial advisor Austin TX
90 score

Miguel Armendariz

CRD Number: 6057270
Current Firm: Advice And Planning Services

Miguel Armendariz (CRD# 6057270) is an Investment Advisor Representative working at Advice And Planning Services in Austin, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Austin, TX Jan 2016 - Current < 1
Tiaa Austin, TX Jan 2016 - Current < 1
Cuso Financial Services, LP San Diego, CA Jan 2016 - Jan 2016 < 1
University Federal Credit Union West Lake Hills, TX Jan 2016 - Jan 2016 < 1
Bbva Compass Insurance Agency, Inc. Austin, TX Dec 2012 - Jan 2016 3
Compass Bank Birmingham, AL Oct 2012 - Jan 2016 3
Bbva Wealth Solutions Inc. Austin, TX Apr 2014 - Dec 2015 1
Bbva Securities Inc. Austin, TX May 2013 - Dec 2015 2
Bbva Compass Investment Solutions, Inc. Mission, TX Dec 2012 - May 2013 < 1
Wells Fargo Advisors LLC Pharr, TX Apr 2012 - Oct 2012 < 1
Wells Fargo Bank Na Pharr, TX Oct 2010 - Oct 2012 2
University Of Texas Panamerican Edinburg, TX Aug 2006 - May 2012 5
Club 33 Mcallen, TX Mar 2010 - Dec 2010 < 1
Havana Club Mcallen, TX Nov 2008 - Jul 2010 1
Osuka Contemporary Cuisine Mcallen, TX Jan 2009 - Mar 2010 1
The Social Club Edinburg, TX Feb 2007 - May 2008 1
Unemployed Edinburg, TX May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Miguel A. Armendariz
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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