Ruben Angulo, financial advisor Scottsdale AZ

Ruben Angulo

CRD Number: 6310019
Current Firm: Trajan Wealth, LLC

Ruben Angulo (CRD# 6310019) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Trajan Wealth, LLC Scottsdale, AZ Feb 2018 - Current 6
Secure Investment Management Tucson, AZ Mar 2014 - Feb 2018 3
Jd Mellberg Financial Tucson, AZ Dec 2012 - Feb 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Ruben G. Angulo
Phone Number: 480-990-3300
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,365
    MILLIONS
  • Total Number of Accounts
    13,372
    ACCOUNTS
  • Average Account Value
    $102,108
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, IL, LA, MI, MO, NE, NM, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WY

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