Angela DerleCRD Number: 4505250
Current Firm: Ameriprise Financial Services, Inc.
Angela Derle (CRD# 4505250) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Wilmington, DE and has over 6 years of experience in the finance industry.
Newbridge Wealth Management
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
|Ameriprise Financial||Wilmington, DE||May 2010 - Current||6|
|Ambrose Wealth Management||Chadds Ford, PA||May 1998 - May 2010||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV