Angel Yael Vargas
Investment adviser representative at Advice and Planning Services
11 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCDec 2025 to now
- TIAADec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to Dec 2025
- TIAAAug 2023 to Jan 2025
- TIAA-CREF Individual & Institutional Services, LLCAug 2023 to Jan 2025
- University of North TexasAug 2020 to Dec 2023
- UpsOct 2019 to Apr 2023
- StartJan 2019 to Sep 2019
- University of HoustonAug 2018 to Dec 2018
- UpsJul 2018 to Aug 2018
- UnemployedJun 2018 to Jul 2018
- Chicken & Rice Inc.Dec 2017 to Dec 2017
- Thomas Jefferson High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7789144
- Firm CRD
- 20472