AC
AC

Angela Cortwright

6 Years of Experience
Muncie, IN
Broker

Angela Cortwright is a registered investment advisor at Cetera Investment Advisers LLC, based in Muncie, IN, with 6 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
Loading...

Location

1416 W. Jackson Street, Muncie, IN, 47303

Get directions

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.

Learn about disclosures →
Other Business Activities

Angela works as a financial professional for Onieal and Associates, a financial services firm, since March 2023. This takes up a full-time commitment, with some hours during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2024 - Present · 2 yrs 1 mo
Cetera Advisors LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Lord, Abbett & CO. LLC
January 2014 - April 2017 · 3 yrs 3 mos
Lord Abbett Distributor LLCBroker
March 2013 - April 2017 · 4 yrs 1 mo
State Registrations14 states
COFLGAINMIMONCNJNVNYOHPASCTX
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.