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Michael Scott Miles

Variplan, LLC

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About Michael Scott Miles

Michael Scott Miles is an Investment Advisor Representative with Variplan, LLC. Michael has been in the financial industry since 1996 and is a Certified Financial Planner. He is registered with the state of Virginia. Michael's previous experience includes roles with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Michael specializes in providing financial planning and portfolio management services to individuals.

Firm Information

Michael Miles is currently registered with Variplan, LLC. Variplan, LLC is a financial planning firm that provides financial planning and portfolio management services to individuals. They are registered with the SEC and have 179 clients.

Not reported

Assets Under Management

180

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Michael Miles’s Registration & Firm History

VA

02/21/2008 - Present

Variplan, LLC (VIENNA VA)

MA

05/10/1996 - 10/13/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

05/10/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 01/11/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Scott Miles.
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