AF
AF

Angela Faridnia-Brumm

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
351 advisors
Number of Clients
17,488 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$56.3B

Fee Structure

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Location

19800 MacArthur Blvd Suite 800, Irivine, CA, 92612

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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 a co-trustee for Brumgela, LLC, a family business where she provides financing. She spends minimal time reviewing the bank account.

Employment History
Current Registrations
World Investment Advisors, LLC
February 2021 - Present · 5 yrs
Previous Registrations
Pensionmark Securities, LLCBroker
January 2021 - November 2024 · 3 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
August 2019 - January 2021 · 1 yr 5 mos
Vanguard Marketing CorporationBroker
July 2006 - August 2019 · 13 yrs 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.