Angela Cosgray (CRD# 3091416) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Columbus, OH and has over 18 years of experience in the finance industry. Angela Cosgray 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# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sequoia Financial Advisors LLC | Columbus, OH | Jul 2021 - Current | 2 |
Sequoia Financial Group LLC | Columbus, OH | Jul 2021 - Current | 2 |
Wealthstone | Columbus, OH | Jan 2019 - Jul 2021 | 2 |
Jp Morgan Chase Bank, N.a. | Columbus, OH | Feb 2018 - Jan 2019 | < 1 |
Jp Morgan Securites LLC | Columbus, OH | Oct 2016 - Jan 2019 | 2 |
Jpmorgan Chase Bank Na | Columbus, OH | Oct 2016 - Feb 2018 | 1 |
Unemployed | Powell, OH | Nov 2015 - Oct 2016 | < 1 |
Fifth Third Securities | Columbus, OH | Nov 2014 - Nov 2015 | 1 |
J.p. Morgan Securities Inc. | Columbus, OH | Jul 2010 - Oct 2014 | 4 |
Jpmorgan Chase Bank | Columbus, OH | Jul 2010 - Oct 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2010 |
S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- OH
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Total Assets Under Management17,865MILLIONS
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Total Number of Accounts23,386ACCOUNTS
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Average Account Value$763,926
- A percentage of assets under your management
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