Angelica Prekopa, financial advisor Lexington KY
90 score

Angelica Prekopa

CRD Number: 5965837
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Angelica Prekopa (CRD# 5965837) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Lexington, KY May 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington, KY Feb 2014 - Current 2
The Limited, LLC Lexington, KY Jul 2013 - Feb 2014 < 1
The Limited, LLC Crestview Hills, KY Sep 2012 - Jul 2013 < 1
Fidelity Investments Covington, KY Jul 2011 - Sep 2012 1
Kroger Pharmacy Mount Sterling, KY Jan 2011 - Jul 2011 < 1
Express Lexington, KY Jan 2011 - Jan 2011 < 1
Walt Disney World Parks And Resorts Orlando, FL Aug 2010 - Jan 2011 < 1
University Of Kentucky Lexington, KY Jun 2009 - Aug 2010 1
Kroger Pharmacy Mount Sterling, KY Mar 2008 - Aug 2010 2
Express Lexington, KY Apr 2008 - Oct 2008 < 1
Unemployed Mount Sterling, KY Feb 2008 - Mar 2008 < 1
University Of Kentucky Lexington, KY Aug 2007 - Feb 2008 < 1
Express Lexington, KY Aug 2007 - Nov 2007 < 1
Universite De Provence Through The University Of Kentucky Aix-en-provence, Jun 2007 - Aug 2007 < 1
Express Lexington, KY Jul 2006 - Jun 2007 < 1
University Of Kentucky Lexington, KY Aug 2005 - Jun 2007 1
Mount Sterling Golf And Country Club Mount Sterling, KY May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Angelica Prekopa
Phone Number: 800-637-7455
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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