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Angela Silva

41 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker

Angela Silva is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
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Customer Dispute
January 2001
Settled
Other Business Activities

Angela owns 100% of Orion Financial Services LLC and is the treasurer for both The Haven Home LLC and Children Achieving More Skills Inc. She also works as an election worker for the Cuyahoga County Board of Elections, dedicating about 10-20% of her time in March and November.

Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - January 2023 · 19 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2001 - January 2023 · 22 yrs
Painewebber IncorporatedBroker
January 1995 - January 2001 · 6 yrs
Kidder, Peabody & CO. IncorporatedBroker
February 1987 - January 1995 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1983 - January 1986 · 2 yrs 4 mos
State Registrations26 states
AKAZCACOCTDCDEFLHIILKSKYMAMINCNHNVNYOHPASCTXVAVTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.