Angelica Betancourt (CRD# 5517090) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Glendora, CA and has over 15 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6724246
Modern Assets, LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| All For Janitorial Services Inc. | San Dimas, CA | Apr 2019 - Current | 5 |
| Gav Property Managment, LLC | Alta Loma, CA | Apr 2019 - Current | 5 |
| Team Conquer Inc. | Alta Loma, CA | Apr 2019 - Current | 5 |
| Pro Services Rendered, LLC | Alta Loma, CA | Apr 2019 - Current | 5 |
| Transamerica Financial Advisors, Inc. | San Dimas, CA | Jan 2012 - Current | 12 |
| World Financial Group, Inc. | San Dimas, CA | Mar 2008 - Current | 16 |
| Pro Services Rendered LLC | San Dimas, CA | Dec 2010 - Nov 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- CA
- DC
- NJ
- NC
- TX
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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