Angela Vlach
Angela Vlach is a registered investment advisor at LPL Financial LLC, based in Olympia, WA, with 22 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
1603 Cooper Point Rd. Nw, Olympia, WA, 98502-8325
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Angela is the Vice President and Secretary of Big Guy Enterprises, an upholstery business, dedicating minimal time. She also works in compliance and operations for Financial Advocates Investment Management and provides financial planning and consulting services through Financial Advocates Advisory Services, spending minimal time on each. Angela is also a manager member of FA Funding LLC, set up to fund life insurance as part of a business succession plan, and is involved with Financial Advocates Agency, LLC and LPL business entities, dedicating full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Advisory Services
Financial Advocates Investment Management
LPL Financial LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations53 states
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.