Angelica BetancourtCRD Number: 5517090
Current Firm: Transamerica Financial Advisors, Inc.
Angelica Betancourt (CRD# 5517090) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Dimas, CA and has over 9 years of experience in the finance industry.
Jst Investment Consulting
Penniall & Associates
Ubs Financial Services Inc.
|Transamerica Financial Advisors, Inc.||San Dimas, CA||Jan 2012 - Current||6|
|World Financial Group, Inc.||San Dimas, CA||Mar 2008 - Current||10|
|City Light Investments Corp Dba City Light Mortgage & City Light||Anaheim, CA||Nov 2011 - Jul 2013||1|
|Investment Advisors International, Inc.||Chino Hills, CA||Sep 2011 - Jan 2012||< 1|
|World Group Securities, Inc.||Chino Hills, CA||Apr 2008 - Jan 2012||3|
|High Tech Lending, Inc.||San Francisco, CA||May 2010 - Apr 2011||< 1|
|Affinity Mortgage And Realty||San Jose, CA||Apr 2009 - Dec 2010||1|
|Home Loan Preservation||Del Mar, CA||Dec 2008 - Jul 2009||< 1|
|Wonderagents||San Jose, CA||May 2004 - Apr 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.