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 8 years of experience in the finance industry.
Jst Investment Consulting
Penniall & Associates
Asset Planning, Inc.
|Transamerica Financial Advisors, Inc.||San Dimas, CA||Jan 2012 - Current||5|
|World Financial Group, Inc.||San Dimas, CA||Mar 2008 - Current||8|
|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 Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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