Ruben Angulo, financial advisor Tucson AZ
89 score

Ruben Angulo

CRD Number: 6310019
Current Firm: Secure Investment Management, LLC

Ruben Angulo (CRD# 6310019) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Uber Usa, LLC Tucson, AZ Feb 2016 - Current < 1
Secure Investment Management Tucson, AZ Mar 2014 - Current 2
Jd Mellberg Financial Tucson, AZ Jan 2013 - Current 3
Gen 110 San Francisco, CA May 2012 - Jan 2013 < 1
C3/customercontactchannels Tucson, AZ Aug 2011 - May 2012 < 1
Sonora Solar Solutions Tucson, AZ Oct 2010 - Aug 2011 < 1
College Works Painting Tucson, AZ Feb 2010 - Oct 2010 < 1
University Of Arizona Tucson, AZ Jun 2005 - May 2010 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Ruben G. Angulo
Phone Number: 520-269-4003
Registered State(s):
  • AZ
  • LA
  • CA
  • FL
  • GA
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    1,764
    ACCOUNTS
  • Average Account Value
    $40,453
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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