Angela NganCRD Number: 4634079
Current Firm: U.s. Bancorp Investments, Inc.
Angela Ngan (CRD# 4634079) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Ontario, CA and has over 14 years of experience in the finance industry.
Jst Investment Consulting
Eclectic Associates, Inc.
Asset Planning, Inc.
|U.s. Bancorp Investments, Inc.||Claremont, CA||Feb 2009 - Current||8|
|Lpl Financial Corporation||Claremont, CA||Mar 2008 - Feb 2009||< 1|
|Pff Bank/glencrest Ins Services||Claremont, CA||Nov 2007 - Feb 2009||1|
|Ifmg Securities, Inc.||Purchase, NY||Jan 2008 - Mar 2008||< 1|
|Boston University,mtsac||Diamond Bar, CA||Aug 1996 - Nov 2007||11|
|Wm Financial Services, Inc.||Chino Hills, CA||May 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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, VT, WA, WI, WV