Angel Cruz (CRD# 1823725) is an Investment Advisor Representative working at Cruz Wealth Management, LLC in Olympia, WA and has over 35 years of experience in the finance industry. Angel Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cruz Registered Investment Advisor, LLC | Seattle, WA | Apr 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
| S65 | NASAA Investment Advisors Law Examination | May 1994 |
- WA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$233,620
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
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