Angela DietzCRD Number: 4579434
Current Firm: Cambridge Investment Research Advisors, Inc.
Angela Dietz (CRD# 4579434) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in York, PA and has over 13 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Jan 2015 - Current||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2011 - Current||6|
|Angela L. Dietz||York, PA||Aug 2007 - Current||10|
|Trusted Wealth Advisors, LLP||York, PA||Aug 2002 - Current||15|
|Securities America, Inc.||York, PA||Mar 2003 - Sep 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV