Angel Sotomayor is a registered investment advisor, based in Exton, PA, with 10 years of industry experience. Angel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
600 Eagleview Blvd., Suite 300, Exton, PA, 19341
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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 under The Life Financial Group Inc., owns rental real estate, and is an independent representative with various insurance carriers for fixed insurance sales. She is also a teacher and counselor at Life Institute.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Cfd Investments, INC.
Previous Registrations
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Parsonex Advisory Services, INC.
Parsonex Advisory Services, INC.
Parsonex Securities, INC.Broker
State Registrations4 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.
Exams
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