Angelita Fuentes, financial advisor Miami FL

Angelita Fuentes

CRD Number: 5609340
Current Firm: Ipg Investment Advisors, LLC

Angelita Fuentes (CRD# 5609340) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Miami, FL and has over 15 years of experience in the finance industry.

Similar Advisors
Mario Yngerto, financial advisor Miami FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Hans Abate, financial advisor Miami FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Similar Advisors
Denise Abi-Fadel, financial advisor Miami FL
Denise M. Abi-Fadel
CRD# 4396600
Mml Investors Services, LLC
Company Name Location Dates Years
Investment Placement Group San Diego, CA Jan 2021 - Current 3
Ipg Investment Advisors, LLC San Diego, CA Jan 2021 - Current 3
Unemployed Miami, FL Aug 2020 - Dec 2020 < 1
Suntrust Advisory Services Atlanta, GA Aug 2016 - Jul 2020 3
Suntrust Investment Services, Inc. Atlanta, GA Aug 2013 - Jul 2020 6
Suntrust Bank Miami, FL Aug 2013 - Jul 2020 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Angelita D. Fuentes
Phone Number: 619-326-1200
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    2,745
    MILLIONS
  • Total Number of Accounts
    1,224
    ACCOUNTS
  • Average Account Value
    $2,242,309
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IN, MA, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Angelita Fuentes and other 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.