IA
IA

Indra Arango

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Indra is an insurance agent for ValuTeachers, Inc., selling annuities and life insurance, primarily in the 403B market; this takes about a quarter of their time. Indra is also the president of Cambridge Wealth Management (DBA for insurance/annuity sales through ValuTeachers) and Indra Arango, PA (real estate agent), dedicating minimal time and a few hours per week to these roles, respectively.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
September 2022 - Present · 3 yrs 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.