Angela Beth Fogleman
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- California Bank & TrustDec 2025 to now
- LPL Financial LLCDec 2025 to now
- J.P. Morgan Chase Bank, N.A.Oct 2020 to Dec 2025
- J.P. Morgan Securities LLCOct 2020 to Dec 2025
- TD Ameritrade, IncDec 2018 to Sep 2020
- TD Ameritrade Investment Management, LLCAug 2016 to Sep 2020
- TD Ameritrade, IncAug 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5446398
- Firm CRD
- 6413