Angelia Michalak, financial advisor Orange Park FL
88 score

Angelia Michalak

CRD Number: 6263779
Current Firm: Crown Capital Securities, LP

Angelia Michalak (CRD# 6263779) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange Park, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Jun 2016 - Current < 1
Aware Financial Orange Park, FL Jun 2016 - Current < 1
Ideal Producers Orange Park, FL Jun 2016 - Current < 1
Florida Homes & Realty Orange Park, FL Jun 2016 - Current < 1
Absolute Legal Clinic Orange Park, FL Mar 2016 - Current < 1
Watson Realty Corp Jasksonville, FL Aug 2013 - Jun 2016 2
First Command Financial Planning, Inc. Fort Worth, TX Jun 2014 - Nov 2015 1
First Command Insurance Services, Inc. Fort Worth, TX Jun 2014 - Nov 2015 1
Michkids, Lc Dba Once Upon A Child Ann Arbor, MI Jan 2002 - Oct 2014 12
First Command Financial Planning, Inc. Fort Worth, TX Sep 2013 - May 2014 < 1
Once Upon A Child Orange Park, FL Mar 2013 - Aug 2013 < 1
Michkids Too, Lc Dba Once Upon A Child Novi, MI Aug 2010 - Mar 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Angelia D. Michalak
Phone Number: 714-547-9481
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    562
    MILLIONS
  • Total Number of Accounts
    2,871
    ACCOUNTS
  • Average Account Value
    $195,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, WA, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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