AG
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Angel Galan

20 Years of Experience
Atlanta, GA
Broker

Angel Galan is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3310 Henderson Mill Rd, Atlanta, GA, 30341

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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

Angel owns multiple rental real estate properties, dedicating minimal time to each. Angel also operates under the DBA United Community Advisors for LPL business, dedicating full-time hours to it.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Invest Financial Corporation
September 2016 - February 2018 · 1 yr 5 mos
Invest Financial CorporationBroker
September 2016 - February 2018 · 1 yr 5 mos
Cuso Financial Services, L.P.Broker
October 2013 - September 2016 · 2 yrs 11 mos
Cuso Financial Services, L.P.
October 2013 - September 2016 · 2 yrs 11 mos
Invest Financial Corporation
June 2011 - March 2013 · 1 yr 9 mos
Invest Financial CorporationBroker
June 2011 - March 2013 · 1 yr 9 mos
Chase Investment Services CORP.Broker
May 2009 - June 2011 · 2 yrs 1 mo
Chase Investment Services CORP.
May 2009 - June 2011 · 2 yrs 1 mo
Wamu Investments, INC.
April 2006 - May 2009 · 3 yrs 1 mo
Wamu Investments, INC.Broker
April 2006 - May 2009 · 3 yrs 1 mo
Morgan Stanley
September 2005 - March 2006 · 6 mos
Morgan Stanley Dw INC.Broker
September 2005 - March 2006 · 6 mos
American Express Financial Advisors INC.Broker
April 2005 - July 2005 · 3 mos
Ids Life Insurance CompanyBroker
April 2005 - July 2005 · 3 mos
State Registrations20 states
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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.
Angel Galan - Financial Advisor | TrueAdvisor