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Michelle Marie Waymire

Young & Scrappy

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About Michelle Marie Waymire

Michelle Waymire is an investment advisor representative at Young & Scrappy. Michelle has been in the industry since 2014. Michelle is registered with the state of Georgia. Michelle has a Series 65 license. Michelle has a Certified Financial Planner designation. Michelle has experience providing financial planning, portfolio management, and educational seminars. Michelle also has a separate business, Glimmer Financial LLC, which is not investment-related.

Firm Information

Michelle Waymire is currently registered with Young & Scrappy. Young & Scrappy is a financial advisor that provides financial planning, portfolio management for individuals, and educational seminars. They also offer financial coaching and selection of other advisors. They have approximately $18,396,742 in regulatory assets under management, with 78 total accounts. Their client base includes individuals, with a focus on high net worth individuals.

$18.40M

Assets Under Management

Not reported

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial coaching

Financial coaching

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Michelle Waymire’s Registration & Firm History

GA

09/20/2024 - Present

Young & Scrappy (STONE MOUNTAIN GA)

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Licenses & Designations

IA

Issued 08/04/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Marie Waymire.
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