Dimensional Fund Advisors Lp
About this Advisor
Angella Welcome is an investment advisor who works out of Austin, Texas. Currently a registered advisor at Dimensional Fund Advisors Lp, Welcome has 10 years of professional experience in the financial advisory industry. Welcome maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Welcome can serve investors based out of Texas. Their career trajectory has included roles at Dimensional Fund Advisors, University Of New Mexico, Thornburg Investment Management, Sandia National Laboratories, Rbc Wealth Management, Pro Unlimited, Inc, Le Labo Fragrances, Law Offices Of Carlos F. Negrete, Starbucks and Zions First National Bank. Dimensional Fund Advisors Lp is headquartered in Austin, Texas, and operates out of two other locations in the nation. Overall, Dimensional Fund Advisors Lp manages $663 billion in assets throughout 462 accounts and retains more than 1,050 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Dimensional Fund Advisors Lp can offer portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Dimensional Fund Advisors Lp Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Angella Welcome Work History
Angella has 10 years of experience.
Dimensional Fund Advisors
Thornburg Investment Management
Sandia National Laboratories
University Of New Mexico
Rbc Wealth Management
University Of New Mexico
Pro Unlimited, Inc
Le Labo Fragrances
Law Offices Of Carlos F. Negrete
Zions First National Bank
Angella Welcome has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Dimensional Fund Advisors Lp
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.