Joann Donangelo (CRD# 6226148) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4658169
Monterey Private Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evanson Asset Management | Monterey, CA | Mar 2019 - Current | 5 |
| Evanson Asset Management | Carmel, CA | Sep 2014 - Current | 9 |
| State Farm Vp Management Corp | Monterey, CA | Jul 2013 - Current | 10 |
| Megan Thompson Insurance | Monterey, CA | Jun 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| 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- CA
- TX
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Total Assets Under Management4,848MILLIONS
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Total Number of Accounts4,379ACCOUNTS
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Average Account Value$1,107,118
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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