Angelica
Mendiola
Principal Advised Services
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About this Advisor
Angelica Mendiola is a financial advisor based in Addison, Texas, working with Principal Advised Services. Angelica has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Capital One Bank, Bank Of America, N.A, Principal Life Insurance Company, Principal Securities Inc, and Principal Advised Services. Angelica has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Texas. Currently, Angelica is part of Principal Advised Services, which operates out of Addison, Texas. The firm has 46 offices and 140 employees. The firm manages assets totaling $569.5 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Principal Advised Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$569,489,941
140
11,801
$48,258
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Angelica Mendiola Work History
Principal Advised Services
Principal Life Insurance Company
Principal Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Capital One Bank
Disclosures
Please visit the SEC profile of Angelica Mendiola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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