Oscar Bahena Del Angel, financial advisor Rancho Cucamonga CA

Oscar Bahena Del Angel

CRD Number: 6895850
Current Firm: Fidelity Personal And Workplace Advisors

Oscar Bahena Del Angel (CRD# 6895850) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rancho Cucamonga, CA and has 1 year of experience in the finance industry.

Similar Advisors
Veronica Aaron, financial advisor Rancho Cucamonga CA
Veronica M. Aaron
CRD# 2513561
Householder Group Estate & Retirement Specialists
Similar Advisors
Raul Aballi, financial advisor Rancho Cucamonga CA
Raul A. Aballi
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Steven Adams, financial advisor Rancho Cucamonga CA
Steven K. Adams
CRD# 1527744
Transamerica Financial Advisors, Inc.
Company Name Location Dates Years
Fidelity Investments Los Angeles, CA Mar 2022 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Aug 2021 - Mar 2022 < 1
First Allied Securities, Inc. (fasi) San Diego, CA Aug 2021 - Mar 2022 < 1
Cetera Investment Services LLC St Cloud, MN Aug 2021 - Mar 2022 < 1
Cetera Financial Specialists LLC Schaumburg, IL Aug 2021 - Mar 2022 < 1
Cetera Advisors LLC Denver, CO Aug 2021 - Mar 2022 < 1
Cetera Advisors LLC Denver, CO May 2018 - Aug 2021 3
Cetera Financial Specialists LLC Schaumburg, IL May 2018 - Aug 2021 3
First Allied Securities, Inc. (fasi) San Diego, CA May 2018 - Aug 2021 3
Summit Brokerage Services, Inc. Boca Raton, FL May 2018 - Aug 2021 3
Cetera Investment Services LLC St Cloud, MN May 2018 - Aug 2021 3
Cetera Advisor Networks LLC El Segundo, CA Jan 2018 - Aug 2021 3
Hobby Lobby Upland, CA Mar 2015 - Dec 2017 2
California State Polytechnic University Pomona, CA Jun 2013 - May 2017 3
Ontario High School Avid Ontario, CA Aug 2015 - May 2016 < 1
Jersey Mikes Sub's Upland, CA Sep 2014 - Jul 2015 < 1
Crocs Distribution Center Ontario, CA May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2023
S63 Uniform Securities State Law Examination May 2022
Contact Info for Oscar O. Bahena Del Angel
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • 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)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.