Michael Vestal is a CFP, ChFC-designated registered investment advisor, based in Plano, TX, with 29 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Plano, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an advisory representative of a Registered Investment Advisor (RIA) and an independent insurance agent for various independent insurance companies since 2007. Being an advisory representative takes a full-time commitment, while his insurance activities take a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Wfg Advisors, LP
Wfg Investments, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Cybertrader, INC.Broker
A I M Distributors, INC.Broker
Van Kampen Funds INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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