Michelle BoyerCRD Number: 6193058
Current Firm: Usaa Financial Planning Services
Michelle Boyer (CRD# 6193058) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 4 years of experience in the finance industry. Michelle Boyer 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Feb 2015 - Current||2|
|Usaa Financial Planning Services||Phoenix, AZ||Feb 2015 - Current||2|
|Foresight Financial Services, Inc.||Camp Hill, PA||Jan 2010 - Apr 2015||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Sep 2014 - Feb 2015||< 1|
|Bank Of America, N.a.||Chandler, AZ||Sep 2014 - Feb 2015||< 1|
|Ameriprise Financial Services,inc..||Camp Hill, PA||Jun 2013 - Feb 2014||< 1|
|Jr Financial Group||Denver, CO||Dec 2007 - Dec 2010||3|
|Miller & Associates, Pc||Camp Hill, PA||Nov 1998 - Apr 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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