Angel Way, financial advisor Roanoke IN

Angel Way

CRD Number: 6262105
Current Firm: Org Partners

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.

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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
Contact Info for Angel R. Way
Phone Number: 260-469-9173
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    895
    MILLIONS
  • Total Number of Accounts
    2,917
    ACCOUNTS
  • Average Account Value
    $306,810
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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