AH
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
22 clients
Average Client Portfolio
$77.0M average
Assets Under Management
$1.7B
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Advisor Information
Office location
1445 Research Boulevard, #530, Rockville, MD, 20850
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Angela is a manager at ATCAP Partners, LLC and Advisors Preferred, LLC, and a compliance officer at Innovation X Advisors LLC, all investment-related compliance roles. These activities take about a quarter of Angela's time at ATCAP Partners, and about 10-20% of her time at the other two companies.
Employment History
Current Registrations
Advisors Preferred LLC
June 2018 - Present · 7 yrs 7 mos
Atcap Partners, LLC
April 2013 - Present · 12 yrs 9 mos
Ceros Financial Services, INC.Broker
April 2012 - Present · 13 yrs 9 mos
Previous Registrations
Foothill Securities, INC.
September 2016 - December 2016 · 3 mos
Foothill Securities, INC.Broker
September 2016 - December 2016 · 3 mos
H. Beck, INC.
September 2011 - March 2012 · 6 mos
H. Beck, INC.Broker
August 2011 - March 2012 · 7 mos
Old Mutual Capital
December 2007 - September 2010 · 2 yrs 9 mos
Old Mutual Financial Network Securities, INC.Broker
July 2007 - September 2010 · 3 yrs 2 mos
Intersecurities, INC. Broker
June 2000 - October 2006 · 6 yrs 4 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.