John Angelo, financial advisor Woodland Hills CA
81 score

John Angelo

CRD Number: 1799262
Current Firm: Ameriprise Financial Services, Inc.

John Angelo (CRD# 1799262) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Woodland Hills, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
American Express Financial Advisors Inc. Glendale, CA Nov 1988 - Current 28
Ids Life Insurance Company Glendale, CA Nov 1988 - Current 28
John William Angelo Toluca Lake, CA Mar 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for John W. Angelo
Phone Number: 612-671-3131
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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, 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

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BADGES
81

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