Miguel ArmendarizCRD 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.
|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|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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