Michael Joe Vestal

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → 07/2017
  Tiaa-Cref
  Las Colinas, TX
• 09/2012 → 07/2017
  Wfg Investments, Inc.
  Plano, TX
• 07/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2012-09-10 → 2017-08-01
  Wfg Advisors, Lp
  Plano, TX
• 2006-02-24 → 2007-08-30
  1St Global Advisors Inc
  Pasadena, CA

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.VESTAL FINANCIAL, INC., 4109 Saltburn Drive, Plano TX 75093, United States, 06/13/2007, Owner, Insurance/Benefits/Human Resources, INV REL, 40 HR/MO - 40 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2003-08-18
• S63 Uniform Securities Agent State Law Examination
  1996-02-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Michael Joe Vestal
• Michael Joe Vestal
• Michael J Vestal