Angel Sotomayor (CRD# 6566909) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 8 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management Inc. | Douglasville, PA | Jul 2022 - Current | 1 |
| The Life Financial Group Inc. | Douglasville, PA | Jul 2022 - Current | 1 |
| Air Products & Chemicals, Inc. | Allentown, PA | Sep 2020 - Current | 3 |
| Parsonex Advisory Services, Inc. | Englewood, CO | Jan 2018 - Jul 2022 | 4 |
| Parsonex Securities, Inc. | Englewood, CO | Jan 2016 - Jul 2022 | 6 |
| Parsonex Insurance Agency | Englewood, CO | Jan 2016 - Jul 2022 | 6 |
| Penske Truck Leasing | Reading, PA | Jun 2015 - Sep 2020 | 5 |
| Teleflex, Inc. | Wayne, PA | Mar 2008 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- PA
- TX
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Total Assets Under Management5,163MILLIONS
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Total Number of Accounts21,980ACCOUNTS
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Average Account Value$234,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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