Miguel Chavez (CRD# 6240100) is an Investment Advisor Representative working at Primerica Advisors in Laredo, TX and has over 8 years of experience in the finance industry.
CRD# 2693506
Lincoln Financial Securities Corporation
CRD# 6949848
Commonwealth Financial Network
CRD# 6055933
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Business Development, LLC | Laredo, TX | Sep 2019 - Current | 4 |
| Miguel A Chavez, Pc | Laredo, TX | Aug 2016 - Current | 7 |
| Pfs Investments Inc. | Laredo, TX | Nov 2013 - Current | 10 |
| Primerica Financial Services | Laredo, TX | Jun 2011 - Current | 12 |
| Vasquez & Chavez Pc | Laredo, TX | Jan 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
| S63 | Uniform Securities State Law Examination | Sep 2015 |
- TX
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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