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Arthur J. Vangeli

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CRD#: 3184345
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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.

Arthur John Vangeli was a registered financial professional .

Arthur is a previously registered financial professional and started their career in finance in 1999. Arthur had worked at 10 firms and has passed the Series 65, Series 63, 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)


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

March 23, 2011 - July 21, 2017

RESULTS WEALTH MANAGEMENT, LLC

RIA
CRD#: 153089
CEDAR PARK, TX
Past

March 31, 2010 - December 31, 2010

RESULTS WEALTH MANAGEMENT, LLC

RIA
CRD#: 153089
CEDAR PARK, TX
Past

October 29, 2007 - March 9, 2010

CENTURY MANAGEMENT FINANCIAL ADVISORS

RIA
CRD#: 112308
AUSTIN, TX
Past

August 20, 2007 - October 18, 2007

CLEAR VALUES FINANCIAL PLANNING, INC.

RIA
CRD#: 144294
SAN ANTONIO, TX
Past

May 18, 2004 - May 15, 2007

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
SAN ANTONIO, TX
Past

May 18, 2004 - May 15, 2007

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN ANTONIO, TX
Past

May 5, 2003 - May 13, 2004

ANDREW GARRETT INC.

BD
CRD#: 29931
NEW YORK, NY
Past

March 31, 2003 - June 30, 2003

CHANNEL POINT PARTNERS

BD
CRD#: 120283
NEWPORT BEACH, CA
Past

December 20, 2002 - May 1, 2003

OSAIC WEALTH, INC.

RIA
CRD#: 23131
HENDERSON, NV
Past

December 20, 2002 - May 1, 2003

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

August 17, 1999 - December 18, 2002

WADDELL & REED

RIA
CRD#: 866
LAS VEGAS, NV
Past

July 20, 1999 - December 18, 2002

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

February 17, 1999 - July 21, 1999

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
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
IAR
Series 65
Date: 8/12/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RW
RESULTS WEALTH MANAGEMENT, LLC
RESULTS WEALTH MANAGEMENT | RESULTS WEALTH MANAGEMENT, LLC

CRD#: 153089 / SEC#:

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Contact information


Main Address
Cedar Park, TX
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


RESULTS WEALTH MANAGEMENT, LLC

CRD#: 153089

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