Angela Epley (CRD# 6398320) is an Investment Advisor Representative working at Financialosophy in Austin, TX and has over 9 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.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financialosophy, LLC | Austin, TX | Aug 2019 - Current | 4 |
| Publicis Sapient | Austin, TX | Aug 2017 - Current | 6 |
| Blue Jeans Millionaire(r) | Austin, TX | Nov 2016 - Current | 7 |
| Angela Epley | Austin, TX | Feb 2013 - Current | 11 |
| Per Stirling Capital Management | Austin, TX | Oct 2014 - Apr 2019 | 4 |
| Phunware | Austin, TX | Dec 2016 - Aug 2017 | < 1 |
| Per Stirling Capital Management | Austin, TX | Apr 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
TX
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