Angelica Roxas (CRD# 3269295) is an Investment Advisor Representative working at Secure Investment Management, LLC in Torrance, CA and has over 23 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Investment Management | Tucson, AZ | Jan 2023 - Current | 1 |
| Strategic Asset Preservation, Inc. | Torrance, CA | Apr 2002 - Current | 22 |
| Optivise Advisory Services, LLC | Coppell, TX | Jul 2019 - Jan 2023 | 3 |
| Foundations Investment Advisors, LLC | Scottsdale, AZ | Jan 2019 - Jul 2019 | < 1 |
| Kuhn Capital Partners | Plano, TX | May 2018 - Jan 2019 | < 1 |
| Horter Investment Management | Cincinnati, OH | May 2015 - Oct 2015 | < 1 |
| Virtue Capital Management, LLC | Nashville, TN | Feb 2015 - Oct 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
- CA
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts614ACCOUNTS
-
Average Account Value$52,779
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AR, AZ, CA, CO, FL, GA, IL, KS, MD, MI, MN, NC, NE, OK, PA, TX, VA, WA, WI
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