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 5 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.