Angel Melgoza, financial advisor New Albany OH

Angel Melgoza

CRD Number: 6122539
Current Firm: Your Financial Pharmacist

Angel Melgoza (CRD# 6122539) is an Investment Advisor Representative working at Your Financial Pharmacist in New Albany, OH and has over 11 years of experience in the finance industry. Angel Melgoza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Yfp Planning Edinburg, TX Dec 2022 - Current 1
Origin Financial San Francisco, CA Jan 2022 - Dec 2022 < 1
Mylife Financial, LLC Mcallen, TX Jun 2016 - Dec 2022 6
Your Richest Life Rockwall, TX Mar 2021 - Dec 2021 < 1
Lpl Financial LLC Mcallen, TX Aug 2020 - Dec 2020 < 1
Lone Star National Bank Mcallen, TX Dec 2018 - Dec 2020 2
Financial Life Advisors, LLC San Antonio, TX Jun 2012 - Oct 2018 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
S63 Uniform Securities State Law Examination Sep 2020
Contact Info for Angel Melgoza
Phone Number: 614-618-5901
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $44,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, IL, LA, MA, MD, MI, MN, MO, NC, NY, OH, PA, TN, TX, VA, WA, WI

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