Angel Santiago (CRD# 6924262) is an Investment Advisor Representative working at Commonwealth Financial Network in Temple, TX and has over 5 years of experience in the finance industry.
CRD# 6472383
Raymond James Financial Services Advisors, Inc.
CRD# 6678405
Edward Jones
CRD# 2087394
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | May 2023 - Current | 1 |
| 4life Research | Temple, TX | Apr 2004 - Current | 20 |
| Commonwealth Financial Network | San Diego, CA | Nov 2022 - May 2023 | < 1 |
| Edward Jones | Temple, TX | Oct 2019 - Nov 2022 | 3 |
| Raymond James Financial Services Advisors Inc. | Temple, TX | Nov 2018 - Oct 2019 | < 1 |
| Raymond James Financial Services, Inc. | Temple, TX | Sep 2018 - Oct 2019 | 1 |
| Extraco Wealth And Trust | Temple, TX | Mar 2016 - Oct 2019 | 3 |
| Raymond James Financial Services, Inc. | Temple, TX | Mar 2018 - Sep 2018 | < 1 |
| Extraco Banks | Temple, TX | Mar 2016 - Mar 2018 | 2 |
| Sprint, Inc. | Temple, TX | Jul 2009 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- TX
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, WY
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