Donald AngelCRD Number: 4550630
Current Firm: Cambridge Investment Research Advisors, Inc.
Donald Angel (CRD# 4550630) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Murrysville, PA and has over 14 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2012 - Current||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2012 - Current||4|
|Lpl Financial Corporation||Murrysville, PA||Sep 2009 - Nov 2012||3|
|Mutual Service Corporation||Monroeville, PA||Nov 2004 - Sep 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV