Angela Beth Fogleman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 12/2025
  J.P. Morgan Securities Llc
  Del Mar, CA
• 12/2018 → 09/2020
  Td Ameritrade, Inc
  San Diego, CA
• 08/2016 → 11/2018
  Td Ameritrade, Inc
  San Diego, CA
• 10/2020 → 12/2025
  J.P. Morgan Chase Bank, N.A.
  Del Mar, CA
• 08/2016 → 09/2020
  Td Ameritrade Investment Management, Llc
  San Diego, CA
• 12/2025 → Present
  Lpl Financial Llc
  San Diego, CA
• 12/2025 → Present
  California Bank & Trust
  San Diego, CA

Previous Registrations

• 2020-10-21 → 2025-12-12
  J.P. Morgan Securities Llc
  Oceanside, CA
  Del Mar, CA
  Vista, CA
  Carlsbad, CA
  San Marcos, CA
  San Diego, CA
  San Marcos, CA
  Carlsbad, CA
  Carlsbad, CA
  Vista, CA
  Vista, CA
  Oceanside, CA
  Del Mar, CA
  San Marcos, CA
  Fallbrook, CA
  Cardiff By The Sea, CA
  San Diego, CA
  Oceanside, CA
  Oceanside, CA
  Carlsbad, CA
  Del Mar, CA
  Solana Beach, CA
  Encinitas, CA
  Carlsbad, CA
  Carlsbad, CA
  San Diego, CA
  Encinitas, CA
  Rancho Santa Fe, CA
  Carlsbad, CA
  La Jolla, CA
  La Jolla, CA
  La Jolla, CA
  La Jolla, CA
  San Diego, CA
  Del Mar, CA
  Rancho Santa Fe, CA
  San Diego, CA
  Oceanside, CA
  Carlsbad, CA
  San Diego, CA
  Vista, CA
  Vista, CA
  Cardiff By The Sea, CA
  Carlsbad, CA
  Oceanside, CA
  Carlsbad, CA
  Encinitas, CA
  Oceanside, CA
  Del Mar, CA
  Solana Beach, CA
  Encinitas, CA
  Carlsbad, CA
  San Marcos, CA
  San Diego, CA
  Carlsbad, CA
  Carlsbad, CA
  Oceanside, CA
• 2009-08-21 → 2020-10-06
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  San Diego, CA
  San Diego, CA
  Omaha, NE
  San Diego, CA
  San Diego, CA
• 2009-08-21 → 2020-10-06
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  San Diego, CA
  San Diego, CA

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name CB&T Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date: 12/2025

Exams

• S66 Uniform Combined State Law Examination
  2009-08-17
• S63 Uniform Securities Agent State Law Examination
  2009-01-16

Other Names

• Angela B. Schneider
• Angela Beth Schneider
• Angela Beth Fogleman
• Angela Fogleman
• Anglela Beth Fogleman