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Angela Ip

26 Years of Experience
Chicago, IL
Broker

Angela Ip is a registered investment advisor at Cetera Investment Advisers LLC, based in Chicago, IL, with 26 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

221 W. Cermak Road, 2/F, Chicago, IL, 60616

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Angela is an owner managing tax reporting for clients since 1985. This activity takes nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2004 - Present · 21 yrs 8 mos
Cetera Financial Specialists LLCBroker
January 2000 - Present · 26 yrs 4 mos
State Registrations3 states
AZILMN
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 Ip - Financial Advisor | TrueAdvisor