Angel Ventura, financial advisor Pico Rivera CA
96 score

Angel Ventura

CRD Number: 1252364
Current Firm: Eagle Strategies LLC

Angel Ventura (CRD# 1252364) is an Investment Advisor Representative working at Eagle Strategies LLC in Pico Rivera, CA and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC New York, NY Jun 2009 - Current 7
Louis Ventura Insurance & Financial Services La Palma, CA Apr 2008 - Current 8
Nylife Securities Inc. Santa Fe Springs, CA Jan 1984 - Current 32
New York Life Los Angeles, CA Jan 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
Contact Info for Angel L. Ventura
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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