Angel Matos
Angel Matos is a registered investment advisor at Bankers Life Advisory Services, INC., based in Sherman Oaks, CA, with 12 years of industry experience. Angel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
5805 Sepulveda Blvd Suite 800, Sherman Oaks, CA, 91411
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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
Angel works as an insurance agent for Bankers Life and Casualty Company, also appointed with KFA to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. This activity takes Angel full-time hours.
Employment History
Current Registrations
Bankers Life Securities, INC.Broker
Bankers Life Advisory Services, INC.
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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.