Angelica Carbajal (CRD# 5813406) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Glendale, AZ and has over 12 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Phoenix, AZ | Jan 2021 - Current | 3 |
Charales Schwab & Company, Inc. | Phoenix, AZ | May 2020 - Jan 2021 | < 1 |
Usaa Investment Management Company | Phoenix, AZ | May 2019 - May 2020 | 1 |
Usaa Financial Advisors, Inc. | Phoenix, AZ | Aug 2017 - May 2020 | 2 |
Usaa Financial Planning Services | Phoenix, AZ | Aug 2017 - May 2020 | 2 |
Jpmorgan Chase Bank | Peoria, AZ | Mar 2016 - Aug 2017 | 1 |
Jp Morgan Securities LLC | Peoria, AZ | Mar 2016 - Aug 2017 | 1 |
Isagenix | Phoenix, AZ | Jan 2015 - Jan 2017 | 2 |
Bank Of America | Laveen, AZ | Nov 2015 - Mar 2016 | < 1 |
Charles Schwab & Company, Inc. | Phoenix, AZ | Jan 2015 - Nov 2015 | < 1 |
Macy's | Glendale, AZ | Oct 2014 - Sep 2015 | < 1 |
J.p. Morgan Securities LLC | Phoenix, AZ | Oct 2012 - Jan 2015 | 2 |
Jp Morgan Chase Na | Phoenix, AZ | Jun 2010 - Jan 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2011 |
S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
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- AZ
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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