Michelle Boyer, financial advisor Phoenix AZ
92 score

Michelle Boyer

CRD 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 3 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.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Advisors, Inc. Phoenix, AZ Feb 2015 - Current 1
Usaa Financial Planning Services Phoenix, AZ Feb 2015 - Current 1
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
Contact Info for Michelle E. Boyer
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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
92
Clean Record
This advisor has a clean track record with regulators.

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