Michelle Vargas (CRD# 2441702) is an Investment Advisor Representative working at Waymaker Financial Planning in Fort Worth, TX and has over 30 years of experience in the finance industry. Michelle Vargas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waymaker Financial Planning | Fort Worth, TX | Dec 2019 - Current | 4 |
| Relocation | Fort Worth, TX | Sep 2019 - Nov 2019 | < 1 |
| Heritage Christian Homeschool | Mustang, OK | Jun 2000 - Aug 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts7ACCOUNTS
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Average Account Value$57,040
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
TX
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