Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Marie Coxton is a financial advisor with over 20 years of experience in the industry. She is currently registered with Avantax Advisory Services, Cetera Investment Advisers LLC and Avantax Planning Partners, Inc. Angela has a strong background in providing financial planning and investment advice to individuals, families, and businesses. She is dedicated to helping clients achieve their financial goals and is committed to providing personalized service. Angela holds several industry licenses, including Series 6, 7, 24, 63 and 66. She is also a Registered Representative with FINRA. Angela specializes in providing financial advice to high net worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
04/18/2024 - Present
Avantax Advisory Services (EL SEGUNDO CA)
CA
09/08/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
09/08/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
09/08/2015 - 11/01/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
09/08/2015 - 12/14/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
09/08/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
09/08/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (el segundo CA)
BOTH
Issued 01/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 07/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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