Angela YoungCRD Number: 5538179
Current Firm: Strategic Advisers, Inc.
Angela Young (CRD# 5538179) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 9 years of experience in the finance industry.
Commonwealth Financial Network
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Fidelity||Westlake, TX||May 2008 - Current||9|
|Chrysler Financial||Westlake, TX||Oct 2007 - May 2008||< 1|
|Mate Precision Tooling||Anoka, MN||Aug 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
|S63||Uniform Securities State Law Examination||Aug 2008|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops