AG
CFP
AG
CFP

Angela Granata

29 Years of Experience
Tampa, FL
1 DisclosureBrokerSells Insurance

Angela Granata is a CFP-designated registered investment advisor, based in Tampa, FL, with 29 years of industry experience.

Location

4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2022
Award / Judgment
Other Business ActivitiesSells Insurance

Angela is an owner of Luminous Consulting DBA Luminous Wealth Management, an S Corp created for tax purposes. Angela also engages in insurance sales, but spends no time on either activity.

Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
September 2015 - Present · 10 yrs 8 mos
J. W. Cole Advisors, INC.
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Key Investment Services LLCBroker
January 2009 - November 2009 · 10 mos
Mcdonald Investments INC.
May 2003 - February 2007 · 3 yrs 9 mos
Mcdonald Investments INC.Broker
June 2002 - February 2007 · 4 yrs 8 mos
Westminster Financial Securities, INC.Broker
July 1996 - June 2002 · 5 yrs 11 mos
Mfi Investments CORP.Broker
February 1994 - July 1996 · 2 yrs 5 mos
Pruco Securities CorporationBroker
January 1989 - March 1994 · 5 yrs 2 mos
The Prudential Insurance Company of AmericaBroker
January 1989 - December 1993 · 4 yrs 11 mos
State Registrations7 states
COFLKSMIMNOHWI
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.
Angela Granata - Financial Advisor | TrueAdvisor