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Angela Vitale

10 Years of Experience
Broker

Angela Vitale is a registered investment advisor at Raymond James & Associates, INC., based in St Louis, MO, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9900 Clayton Road, St Louis, MO, 63124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Angela has limited partner interests in several entities (Joelco, Next, AHM, Next II, and Magic Lantern) and is considered a passive investor. She does not materially participate in these businesses.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2016 - Present · 9 yrs 6 mos
Raymond James & Associates, INC.Broker
December 2015 - Present · 10 yrs 4 mos
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.