Marc Ang, financial advisor Sherman Oaks CA
88 score

Marc Ang

CRD Number: 6097852
Current Firm: Prudential Financial Planning Services

Marc Ang (CRD# 6097852) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Sherman Oaks, CA Jul 2015 - Current 1
Credit Suisse Securities (usa) LLC Ny, NY Jun 2014 - Jun 2015 1
Xerox Business Services Arlington, TX Jan 2013 - Jun 2014 1
Adecco New York, NY Jul 2012 - Dec 2012 < 1
Columbia University New York, NY Sep 2011 - Dec 2012 1
Self Los Angeles, CA May 2004 - Sep 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Marc Ang
Phone Number: 800-235-7637
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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