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Matthew Clayton Angel

Angel Legacy Advisors, LLC

Lubbock, TX

CRD 5850953

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Employer firm

Angel Legacy Advisors, LLC CRD 337395

$2.25M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Angel Legacy Advisors, Llc

12203 Quaker Ave #10, Lubbock, TX 79424 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-19
  • TX RA
    APPROVED
    Since 2025-08-19

Branch Locations

12203 Quaker Ave #10, Lubbock, TX 79424 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa San Antonio TX 09/2010 06/2025
Angel Legacy Advisors, Llc Lubbock TX 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-01
  • S66 Uniform Combined State Law Examination
    2010-12-01
Designations
  • Certified Financial Planner
Other Names
  • Matthew C Angel

View on SEC IAPD

Nearby Firms

HIGH PLAINS INVESTMENT ADVISORS, INC.
AMICUS FINANCIAL ADVISORS, LLC
AIM ADVISORY GROUP, LLC

Nearby Investors

TIMOTHY DREW MACK
BRAD ALEXANDER PRUITT
MATTHEW DEAN PECK

Nearby Offices

HIGH PLAINS INVESTMENT ADVISORS, INC. · LUBBOCK, TX
AMICUS FINANCIAL ADVISORS, LLC · LUBBOCK, TX
AIM ADVISORY GROUP, LLC · LUBBOCK, TX

More in Lubbock, TX

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