Barjes Angulo (CRD# 3228592) is an Investment Advisor Representative working at Cornerstone Planning Group in Fairfield, NJ and has over 24 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Financial Planning Group | Fairfield, NJ | Jun 2022 - Current | 1 |
| Angulo Strategies LLC | New York, NY | Mar 2014 - Current | 10 |
| Eagle Strategies LLC | New York, NY | Jun 2012 - Jun 2022 | 10 |
| Nylife Securities LLC | New York, NY | Jul 2006 - Jun 2022 | 15 |
| New York Life Insurance Company | New York, NY | Jun 2006 - Jun 2022 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management523MILLIONS
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Total Number of Accounts2,367ACCOUNTS
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Average Account Value$221,086
- 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
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CT, FL, GA, MA, NC, NH, NJ, NY, PA, TX
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