Megan Varoz, financial advisor Fort Collins CO
89 score

Megan Varoz

CRD Number: 5953004
Current Firm: Raymond James Financial Services Advisors, Inc.

Megan Varoz (CRD# 5953004) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Collins, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Fort Collins, CO May 2014 - Current 2
Raymond James Financial Services Fort Collins, CO May 2012 - Current 4
Cvoa/pavo Northern Colorado, CO Aug 2011 - Current 5
Chapel & Collins Fort Collins, CO Jul 2011 - Current 5
Chapel & Collins/raymond James Financial Services Fort Collins, CO Jul 2011 - May 2012 < 1
Unl - Housing Lincoln, NE Jan 2010 - May 2011 1
Unl - Campus Rec. Lincoln, NE Aug 2008 - May 2011 2
University Of Nebraska - Lincoln Lincoln, NE Aug 2007 - May 2011 3
Saguache County Assessor Saguache, CO Aug 2006 - May 2011 4
Unl - America Reads Lincoln, NV Aug 2007 - Jan 2009 1
Mountain Valley High School Saguache, CO Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Megan L. Varoz
Phone Number: 727-567-5877
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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
89
Clean Record
This advisor has a clean track record with regulators.

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