Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Davis is a financial advisor at Adero Partners, LLC, a firm with over 3500 client accounts and over $4 billion in assets under management. Angel is registered with the state of California as a Registered Investment Advisor and a Broker Dealer. Angel has been a financial advisor since 2022 and specializes in providing financial planning, insurance solutions, and cash management solutions to individuals, businesses, and charitable organizations. Angel has experience working in the financial services industry for several years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance solutions, cash management solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing with our affiliate, focus risk solutions
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2
CA
10/14/2024 - Present
Adero Partners, LLC (Rocklin CA)
BOTH
Issued 03/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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