Megan VarozCRD Number: 5953004
Current Firm: Stephens
Megan Varoz (CRD# 5953004) is an Investment Advisor Representative working at Stephens in Fayetteville, AR and has over 4 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Stephens Inc.||Fayetteville, AR||Aug 2017 - Current||< 1|
|Raymond James Financial Services Advisors Inc.||Fort Collins, CO||May 2014 - Jul 2017||3|
|Raymond James Financial Services||Fort Collins, CO||May 2012 - Jul 2017||5|
|Cvoa/pavo||Northern Colorado, CO||Aug 2011 - Jul 2017||5|
|Chapel & Collins||Fort Collins, CO||Jul 2011 - Jul 2017||6|
|Chapel & Collins/raymond James Financial Services||Fort Collins, CO||Jul 2011 - May 2012||< 1|
|Unl - Housing||Lincoln, NE||Jan 2010 - May 2011||1|
|Unl - Campus Rec.||Lincoln, NE||Aug 2008 - May 2011||2|
|University Of Nebraska - Lincoln||Lincoln, NE||Aug 2007 - May 2011||3|
|Saguache County Assessor||Saguache, CO||Aug 2006 - May 2011||4|
|Unl - America Reads||Lincoln, NV||Aug 2007 - Jan 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management10,351MILLIONS
Total Number of Accounts23,795ACCOUNTS
Average Account Value$435,003
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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