Angelica
Roxas
Secure Investment Management, LLC
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About this Advisor
Angelica Roxas is a financial advisor operating in Tucson, Arizona. Roxas is an advisor for Secure Investment Management, LLC. During their career, Roxas has held roles at High Street Securities, Inc, Strategic Asset Preservation, Inc, Horter Investment Management, Kuhn Capital Partners, Optivise Advisory Services, LLC, Secure Investment Management, Foundations Investment Advisors, LLC and Virtue Capital Management, LLC. Roxas maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in California. Secure Investment Management, LLC is a financial advisory firm headquartered in Tucson, AZ. It handles $37 million in total assets among its 659 accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The company provides a few services, such as portfolio management for individuals and small businesses and other services. Financial management fee schedules largely depend on the financial services provided. However, fees charged by Secure Investment Management, LLC likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Secure Investment Management, LLC Brokerage Details
$36,717,410
12
659
$55,717
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Angelica Roxas Work History
Angelica has been registered as a financial advisor for 0 years.*
Secure Investment Management
Strategic Asset Preservation, Inc
Optivise Advisory Services, LLC
Foundations Investment Advisors, LLC
Kuhn Capital Partners
Horter Investment Management
Virtue Capital Management, LLC
High Street Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angelica Roxas 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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Tucson, AZ
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