Angela
Denna
Financial Advocates Investment Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Angela Denna is a financial advisor who works out of Napa, California who has 8 years of relevant experience. Denna works at Financial Advocates Investment Management. Their career trajectory has included roles at Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed, Inc, Lpl Financial, LLC and Financial Advocates Investment Management. Denna has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Financial Advocates Investment Management is a company that has its headquarters in Olympia, WA. It has offices in 71 locations and a total of 149 advisors. It controls $4 billion in assets between its 20,722 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 26 charitable organizations. Of its 20,722 accounts, 25% are held by high-net-worth investors who have at least $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees vary depending on which services are provided. However, fee types charged by Financial Advocates Investment Management may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Financial Advocates Investment Management Brokerage Details
$3,580,994,144
149
20,722
$172,811
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Angela Denna Work History
Angela has been registered as a financial advisor for 8 years.*
Lpl Financial, LLC
Financial Advocates Investment Management
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, 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 Angela Denna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Advocates Investment Management
Olympia, WA
Rock Springs, WY
Cody, WY
Napa, CA
Edmonds, WA
Spokane, WA
Olympia, WA
Olympia, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
