Angelica Betancourt (CRD# 5517090) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Glendora, CA and has over 15 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6724246
Modern Assets, LLC
CRD# 2619073
Wedbush Securities Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
All For Janitorial Services Inc. | San Dimas, CA | Apr 2019 - Current | 5 |
Gav Property Managment, LLC | Alta Loma, CA | Apr 2019 - Current | 5 |
Team Conquer Inc. | Alta Loma, CA | Apr 2019 - Current | 5 |
Pro Services Rendered, LLC | Alta Loma, CA | Apr 2019 - Current | 5 |
Transamerica Financial Advisors, Inc. | San Dimas, CA | Jan 2012 - Current | 12 |
World Financial Group, Inc. | San Dimas, CA | Mar 2008 - Current | 16 |
Pro Services Rendered LLC | San Dimas, CA | Dec 2010 - Nov 2018 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2008 |
S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- CA
- DC
- NJ
- NC
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.