Angela Epley, financial advisor Austin TX
91 score

Angela Epley

CRD Number: 6398320
Current Firm: Per Stirling Capital Management, LLC

Angela Epley (CRD# 6398320) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 2 years of experience in the finance industry. Angela Epley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Per Stirling Capital Management Austin, TX Apr 2014 - Current 2
Angela Epley Austin, TX Feb 2013 - Apr 2014 1
Michaels Stores, Inc. Irving, TX Jan 2012 - Mar 2013 1
Reachlocal, Inc. Plano, TX Jun 2008 - Jan 2012 3
True-com Metric Interactive Irving, TX Apr 2007 - Jun 2008 1
Clayton Everett Design Dallas, TX Oct 2002 - Apr 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Angela K. Epley
Phone Number: 512-628-2300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    222
    MILLIONS
  • Total Number of Accounts
    1,236
    ACCOUNTS
  • Average Account Value
    $179,304
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, LA, NH, NM, TX

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BADGES
91
Clean Record
This advisor has a clean track record with regulators.

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