AV
AV

Angela Elaine Vlach

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Loading...

Location

1601 Cooper Point Rd. Nw, Olympia, WA, 98502

Get directions

History

Regulatory 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 ActivitiesSells Insurance

Angela is the Vice President and Secretary of Big Guy Enterprises, an upholstery business, dedicating minimal time. She also works in compliance and operations for Financial Advocates Investment Management and provides financial planning and consulting services through Financial Advocates Advisory Services, spending minimal time on each. Angela is also a manager member of FA Funding LLC, set up to fund life insurance as part of a business succession plan, and is involved with Financial Advocates Agency, LLC and LPL business entities, dedicating full-time hours to these activities.

Employment History
Current Registrations
LPL Financial LLC
September 2023 - Present · 2 yrs 5 mos
Financial Advocates Investment Management
November 2011 - Present · 14 yrs 3 mos
LPL Financial LLCBroker
April 2008 - Present · 17 yrs 10 mos
Previous Registrations
Financial Advocates Advisory Services
March 2012 - August 2023 · 11 yrs 5 mos
LPL Financial LLC
April 2008 - September 2020 · 12 yrs 5 mos
Financial Network Investment Corporation
November 2005 - April 2008 · 2 yrs 5 mos
Financial Network Investment CorporationBroker
November 2003 - April 2008 · 4 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.