Angela Sheldon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Torrance, CA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1957 Carson Street, Suite 100, Torrance, CA, 90501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela is a registered investment advisor doing business as Tortuga Wealth Management, dedicating about half of her time to financial planning, advisory accounts, and hourly consulting. She also owns commercial real estate rental properties, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Tortuga Wealth Management
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations29 states
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