Taria Agbelusi is a registered investment advisor, based in Camarillo, CA, with 24 years of industry experience.
Location
Camarillo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Taria is an administrative assistant for GCF Enterprises, a family-owned fitness training business, spending minimal time editing newsletters. She is also a general partner in Meraki Properties, LLC, a commercial real estate holding company, but dedicates no time to it.
Employment History
Current Registrations
Capfinancial Securities, LLC.
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Captrust
Capfinancial Securities, LLC.Broker
Pensionmark Financial Group, LLC
Independent Financial Partners
LPL Financial LLCBroker
Financial Telesis INCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Interlink Securities CORP.Broker
Miller & Schroeder Financial, INC.Broker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.