Megan VarozCRD 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 3 years of experience in the finance industry.
Martin Wealth Management, LLC
Contryman Wealth Advisors
Oaktree Financial Planning, LLC
|Raymond James Financial Services Advisors Inc.||Fort Collins, CO||May 2014 - Current||3|
|Raymond James Financial Services||Fort Collins, CO||May 2012 - Current||5|
|Cvoa/pavo||Northern Colorado, CO||Aug 2011 - Current||6|
|Chapel & Collins||Fort Collins, CO||Jul 2011 - Current||6|
|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|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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