Megan Varoz, financial advisor Fayetteville AR
90 score

Megan Varoz

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Megan L. Varoz
Phone Number: 501-377-2000
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    10,351
    MILLIONS
  • Total Number of Accounts
    23,795
    ACCOUNTS
  • Average Account Value
    $435,003
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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