Betty Vargas (CRD# 1546829) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 37 years of experience in the finance industry. Betty 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# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | San Antonio, TX | Jul 2021 - Current | 2 |
| Cprc Of Stone Oak | San Antonio, TX | Dec 2020 - Current | 3 |
| Pontem LLC | San Antonio, TX | Jun 2018 - Current | 5 |
| Financial Wellness Solutions | San Antonio, TX | Jan 1990 - Current | 34 |
| North Central Rotary Club | San Antonio, TX | Feb 2018 - Jul 2021 | 3 |
| Various Insurance Carriers For W&r Insurance Agencies | San Antonio, TX | Aug 1996 - Jul 2021 | 24 |
| Waddell & Reed, Inc. | San Antonio, TX | Aug 1986 - Jul 2021 | 34 |
| Bni Stone Oak Chapter | San Antonio, TX | Oct 2017 - Nov 2020 | 3 |
| Financial Wellness Solutions | San Antonio, TX | Jan 1986 - Jun 2018 | 32 |
| North Central Rotary Club | San Antonio, TX | Oct 2014 - Feb 2018 | 3 |
| Bni Stone Oak Chapter | San Antonio, TX | Aug 2013 - Oct 2017 | 4 |
| San Antonio Medical Center Rotary Club | San Antonio, TX | Jul 2009 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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