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AC

Angela J. Clakley

PREP SECURITIES
Park City, UT 84098
Some features on this profile are disabled
CRD#: 2105449
AC

Professional summary

Angela Jean Clakley is a registered financial professional currently at PREP SECURITIES, LLC located in Park City, Utah.

Angela is registered as a RR (Registered Representative) and started their career in finance in 1991. Angela has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Angela Jean Clakley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

October 21, 2024 - Present

PREP SECURITIES, LLC

Office #1: 2750 Rasmussen Road Suite 202, Park City, UT 84098Office #2: 2750 Rasmussen Road Suite 202, Park City, UT 84098
BD
CRD#: 188522
Park City, UT
Past

February 16, 2023 - October 18, 2024

CRESCENT SECURITIES GROUP, INC.

BD
CRD#: 114993
PLANO, TX
Past

May 4, 2017 - February 7, 2023

THE M & A GROUP LLC

BD
CRD#: 144909
SARASOTA, FL
Past

January 3, 2017 - April 13, 2017

HARTMAN REAL ASSETS SECURITIES, INC

BD
CRD#: 282619
HOUSTON, TX
Past

March 12, 2012 - April 20, 2017

D.H. HILL SECURITIES, LLLP

BD
CRD#: 41528
KINGWOOD, TX
Past

May 24, 2010 - December 13, 2010

AMERICAN BEACON PARTNERS, INC.

BD
CRD#: 15791
EAU CLAIRE, WI
Past

June 14, 2005 - February 4, 2010

HINES PRIVATE WEALTH SOLUTIONS LLC

BD
CRD#: 128145
HOUSTON, TX
Past

July 13, 2004 - February 10, 2005

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

January 29, 2004 - August 4, 2004

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

January 9, 2003 - July 14, 2003

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

January 3, 2002 - September 10, 2002

HUCKIN FINANCIAL GROUP, INC.

BD
CRD#: 8593
HOUSTON, TX
Past

November 19, 1998 - May 11, 2001

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

January 12, 1995 - November 24, 1998

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

May 16, 1991 - January 12, 1995

AMERICAN CAPITAL MARKETING, INC.

BD
CRD#: 6699

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(10/22/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/11/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/6/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/18/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/14/1991
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PREP SECURITIES, LLC
PREP SECURITIES, LLC

CRD#: 188522 / SEC#: , 8-69611

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
2750 Rasmussen Road Suite 202, Park City, UT 84098
Mailing Address
2750 Rasmussen Road Suite 202, Park City, UT 84098
Phone number
(844) 877-4153
Established
Delaware since 12/08/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PREP SECURITIES HOLDINGS LLCSOLE MEMBER
BRENNAN, TIMOTHY JAMESMANAGING DIRECTOR6477325
HULL, KEVIN KITTCEO, CCO, FINOP, PFO, POO2104329

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

PREP SECURITIES, LLC

CRD#: 188522Park City, UT 84098

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