Angela Miranda Martin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2014 → 09/2023
  Sagepoint Financial
  La Jolla, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  San Diego, CA

Previous Registrations

• 2014-08-29 → 2023-09-01
  Osaic Services, Inc.
  La Jolla, CA
  San Diego, CA
  La Jolla, CA
  La Jolla, CA
  San Diego, CA
• 2014-03-06 → 2014-08-29
  Lpl Financial Llc
  San Diego, CA

Other Businesses

1. ANGELA MARTIN POSITION: Insurance Agent NATURE: Transact fixed life and long-term care. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/31/1998 ADDRESS: 9820 Willow Creek Road, Suite 243, San Diego CA 92131, United States DESCRIPTION: Consult with clients insurance needs and find appropriate products for their insurance needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-20
• S63 Uniform Securities Agent State Law Examination
  2013-02-10

Other Names

• Angela M. Miranda
• Angela Marie Miranda
• Angela Marie Martin