AB
CFA · CFP
AB
CFA · CFP

Angela Beckham

15 Years of Experience
Washington, DC
Broker

Angela Beckham is a CFA, CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Washington, DC, with 15 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
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Location

316 Pennsylvania Ave SE Ste 402, Washington, DC, 20003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Angela works as a financial professional for National Capital Bank of Washington, offering investment and advisory services, taking nearly full-time hours. She also works as an enrolled agent preparing tax returns, and serves as a board member for Capitol Hill Village and Washington School for Girls, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
June 2012 - Present · 14 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2012 - Present · 14 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
July 2012 - June 2023 · 10 yrs 11 mos
H. Beck, INC.Broker
November 2010 - June 2012 · 1 yr 7 mos
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Angela Beckham - Financial Advisor | TrueAdvisor