AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ET

Evangeline M. Trumble

Some features on this profile are disabled
CRD#: 1887645
ET

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Evangeline Marie Trumble, who also goes by Angie Sullivan, Evangeline Marie Sullivan, Vangie Sullivan, Angie Trumble, was a registered financial professional .

Evangeline is a previously registered financial professional and started their career in finance in 2006. Evangeline had worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Angie Sullivan | Evangeline Marie Sullivan | Vangie Sullivan | Angie Trumble

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

August 8, 2016 - February 5, 2018

INTEGRATED WEALTH MANAGEMENT, LLC

RIA
CRD#: 114923
Scottsdale, AZ
Past

April 6, 2016 - January 26, 2018

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
SCOTTSDALE, AZ
Past

August 15, 2014 - April 6, 2016

ASSETMARK BROKERAGE, LLC

BD
CRD#: 169804
CONCORD, CA
Past

December 4, 2013 - August 15, 2014

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

March 8, 2010 - April 7, 2016

ASSETMARK, INC.

RIA
CRD#: 109018
CONCORD, CA
Past

February 17, 2010 - November 25, 2013

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
CONCORD, CA
Past

April 1, 2008 - March 5, 2009

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
PHOENIX, AZ
Past

April 1, 2008 - March 5, 2009

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
PHOENIX, AZ
Past

December 6, 2006 - February 20, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PHOENIX, AZ
Past

September 15, 2006 - February 20, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/26/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/14/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/8/2008
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/3/2008
General Securities Sales Supervisor - General Module Examination

Current Firm

IW
INTEGRATED WEALTH MANAGEMENT, LLC
INTEGRATED WEALTH MANAGEMENT, LLC

CRD#: 114923 / SEC#: 801-60524

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4800 N. Scottsdale Road Suite 1900, Scottsdale, AZ 85251
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

IWM WRAP FEE BROCHURE (3/25/2021)
FIRM BROCHURE (3/25/2021)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTEGRATED WEALTH MANAGEMENT, LLC

CRD#: 114923

TRUST BUT VERIFY

Monitor Evangeline Trumble

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.