AP
AP

Angela Parra-Mcneely

23 Years of Experience
El Paso, TX
2 DisclosuresBrokerSells Insurance

Angela Parra-Mcneely is a registered investment advisor at Cetera Investment Advisers LLC, based in El Paso, TX, with 23 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
Loading...

Location

5925 Silver Springs Ste B, El Paso, TX, 79912

Get directions

History

Regulatory History (2)
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.
Judgment / Lien
May 2024
Judgment / Lien
July 2015
Other Business ActivitiesSells Insurance

Angela sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. She also works as a financial planner/registered representative for Hughes Financial Group and as a financial professional for Gentry Partners Wealth Management, LLC, and owns Angela Parra-McNeely Financial, dedicating about a quarter of her time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2019 - March 2024 · 5 yrs 1 mo
Cetera Advisor Networks LLC
August 2018 - February 2019 · 6 mos
Cetera Advisor Networks LLCBroker
August 2018 - February 2019 · 6 mos
Securities America, INC.Broker
July 2014 - August 2018 · 4 yrs 1 mo
Securities America Advisors, INC.
July 2014 - August 2018 · 4 yrs 1 mo
Berthel Fisher & Company Financial Services, INC.
May 2010 - June 2014 · 4 yrs 1 mo
Berthel, Fisher & Company Financial Services, INC.Broker
May 2010 - June 2014 · 4 yrs 1 mo
LPL Financial Corporation
May 2008 - May 2010 · 2 yrs
LPL Financial CorporationBroker
May 2008 - May 2010 · 2 yrs
Woodbury Financial Services, INC.
May 2006 - May 2008 · 2 yrs
Woodbury Financial Services, INC.Broker
August 2005 - May 2008 · 2 yrs 9 mos
The O.N. Equity Sales CompanyBroker
June 2004 - August 2005 · 1 yr 2 mos
Edward JonesBroker
August 2002 - March 2004 · 1 yr 7 mos
State Registrations6 states
COMENMNYPATX
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 Parra-Mcneely - Financial Advisor | TrueAdvisor