Angel Way (CRD# 6262105) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 9 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Paragon, Your Tax Planning Team | Brunswick, OH | Feb 2023 - Current | 1 |
Org Partners, LLC | Brunswick, OH | Jul 2021 - Current | 2 |
Paragon Tax Planners | Brunswick, OH | Jan 2018 - Current | 6 |
Paragon Tax Advisory Services, LLC | Brunswick, OH | Jan 2013 - Current | 11 |
Paragon Estate Planners, LLC | Brunswick, OH | Nov 2020 - Feb 2023 | 2 |
Federal Employee Tax Planners, LLC | Brunswick, OH | Feb 2019 - Feb 2023 | 4 |
Emerald Investment Partners, LLC | Cary, NC | Jun 2020 - Jul 2021 | 1 |
Regal Investment Advisors | Kentwood, MI | Sep 2017 - Jun 2020 | 2 |
Brokers International Financial Services, LLC | Hot Springs, AR | Nov 2015 - Sep 2017 | 1 |
Harvest Financial Group, LLC | Hot Springs, AR | Oct 2014 - Nov 2015 | 1 |
Paragon Tax, Insurance & Investments | Hot Springs, AR | Mar 2013 - Dec 2014 | 1 |
Hynes Advisory Group, LLC | St. Louis, MO | Jun 2014 - Oct 2014 | < 1 |
National Park College | Hot Springs, AR | Jan 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- OH
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Total Assets Under Management895MILLIONS
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Total Number of Accounts2,917ACCOUNTS
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Average Account Value$306,810
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MO, MS, MT, NC, NE, NH, NV, NY, OH, PA, SC, TX, VI, VT, WA, WI
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