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Angela Maria Lord

8 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
527 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

31461 Rancho Viejo Road #104A, San Juan Capistrano, CA, 92675

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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.

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Other Business Activities

Angela works full-time as a registered administrative assistant for Capital Financial Consultants Group, Inc., used for marketing purposes. She also dedicates a few hours per week as a hypnotherapist and owner of Feel Good On Purpose.

Employment History
Current Registrations
Independent Financial Group, LLC
March 2017 - Present · 8 yrs 11 mos
Independent Financial Group, LLCBroker
January 2017 - Present · 9 yrs 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela Maria Lord - Financial Advisor | TrueAdvisor