Michael Varga, financial advisor Mercer Island WA

Michael Varga

CRD Number: 4268825
Current Firm: Eq Wealth Management

Michael Varga (CRD# 4268825) is an Investment Advisor Representative working at Eq Wealth Management in Mercer Island, WA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Eq Wealth Management Mercer Island, WA Feb 2018 - Current 2
Capital Planning LLC Bellevue, WA Feb 2017 - Apr 2018 1
Unemployed Issaquah, WA Sep 2016 - Feb 2017 < 1
J.p. Morgan Securities LLC Issaquah, WA Oct 2012 - Sep 2016 3
Chase Investment Services Corp Sammamish, WA Oct 2011 - Oct 2012 1
Unemployed Issaquah, WA Aug 2010 - Oct 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Michael J. Varga
Phone Number: 425-434-1000
Firm Website: https://www.eq-wm.com/
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    273
    MILLIONS
  • Total Number of Accounts
    855
    ACCOUNTS
  • Average Account Value
    $319,783
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, LA, MO, OR, SC, TX, WA

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