Angela Felix, financial advisor Orange CA
89 score

Angela Felix

CRD Number: 6047692
Current Firm: Kovack Advisors, Inc.

Angela Felix (CRD# 6047692) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Orange, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Securities, Inc. Fort Lauderdale, FL Feb 2015 - Current 1
Kovack Advisors, Inc. Fort Lauderdale, FL Feb 2015 - Current 1
Apex Financial Services Group Orange, CA Mar 2012 - Current 4
Investacorp Advisory Services Miami, FL May 2014 - Feb 2015 < 1
Investacorp Inc. Miami, FL Sep 2013 - Feb 2015 1
Bibles Of America Irvine, CA Aug 2009 - Aug 2012 3
Primerica Financial Services Anaheim, CA Oct 2010 - Dec 2011 1
The Living Stream Bible Truth And Church Service Training Anaheim, CA Aug 2007 - Aug 2009 2
Trumbull Kitchen Hartford, CT Jul 2004 - Aug 2007 3
Central Ct State University New Britain, CA Aug 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Angela A. Felix
Phone Number: 954-782-4771
Registered State(s):
  • CA
  • CT
  • WA
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    1,317
    MILLIONS
  • Total Number of Accounts
    5,353
    ACCOUNTS
  • Average Account Value
    $246,011
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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