Angela Coxton (CRD# 2990099) is an Investment Advisor Representative working at Avantax Advisory Services in El Segundo, CA and has over 23 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners | Dallas, TX | Apr 2024 - Current | < 1 |
| Avantax Advisory Services | Dallas, TX | Apr 2024 - Current | < 1 |
| Avantax Investment Services | Dallas, TX | Apr 2024 - Current | < 1 |
| Summit Brokerage Services, Inc. | Boca Raton, FL | Sep 2015 - Current | 8 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jan 2014 - Current | 10 |
| Cetera Advisors LLC | Denver, CA | Jan 2013 - Current | 11 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Current | 11 |
| Cetera Investment Services LLC | Saint Cloud, MN | Jan 2013 - Current | 11 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jul 2012 - Current | 11 |
| First Allied Securities, Inc. | San Diego, CA | Sep 2015 - Sep 2022 | 7 |
| Girard Securities, Inc. | San Diego, CA | Sep 2015 - Nov 2017 | 2 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Sep 2015 - Dec 2016 | 1 |
| Vsr Financial Services, Inc. | Overland Park, KS | Sep 2015 - Nov 2016 | 1 |
| Investors Capital Corp. | Lynnfield, MA | Sep 2015 - Nov 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- CA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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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