AP
Angela R. Parra-mcneely
CETERA INVESTMENT ADVISERS LLC
LAS CRUCES, NM 88005
Some features on this profile are disabled
CRD#: 4028961
AP
Professional summary
Angela Renee Parra-mcneely, who also goes by Angela Renee Miller, Angela Renee Munker, Angela Renee Parra, Angela Parra-mcneely, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Las Cruces, New Mexico and CETERA ADVISORS LLC located in Las Cruces, New Mexico.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Angela has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela Renee Miller | Angela Renee Munker | Angela Renee Parra | Angela Parra-Mcneely
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.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2018; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: HUGHES FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES AND INSURANCE; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER / REGISTERED REP; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: INSURANCE, SECURITIES SALES, ANNUITIES, INCOME DISTRIBUTION PLANS; 3. NAME OF OTHER BUSINESS: ANGELA PARRA-MCNEELY FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 6/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: A & M CARWASH; INVESTMENT RELATED: NO; ADDRESS: 1301 1ST STREET ALAMOGORDO, NM 88310; NATURE OF BUSINESS: CAR WASH; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: CO-OWNER WITH SPOUSE, WHO OPERATES THE BUSINESS; 5. NAME OF OTHER BUSINESS: JUNIOR LEAGUE OF EL PASO (JLEP) ; INVESTMENT RELATED: NO; ADDRESS: 6100 DEW DRIVE EL PASO, TX 79912; NATURE OF BUSINESS: NON PROFIT; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: PROVISIONAL MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: PROMOTES VOLUNTEERISM, DEVELOPING POTENTIAL OF WOMEN AND IMPROVING COMMUNITY; 6. NAME OF OTHER BUSINESS: GENTRY PARTNERS WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: MCNEELY HOLDINGS, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: HOLDING COMPANY, START DATE: 07/2024, POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR OWNED CAR WASH;
CRS (Client Relationship Summary) - RIA
Click below to view Angela Renee Parra-mcneely's 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®
NoneExperience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1100 S. Main Suite 100, Las Cruces, NM 88005Office #2: 5925 Silver Springs Ste B, El Paso, TX 79912RIA
CRD#: 105644
LAS CRUCES, NM
Current
February 4, 2019 - Present
CETERA ADVISORS LLC
Office #1: 1100 S. Main Suite 100, Las Cruces, NM 88005Office #2: 5925 Silver Springs Ste B, El Paso, TX 79912BD
CRD#: 10299
LAS CRUCES, NM
Past
February 4, 2019 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
August 3, 2018 - February 19, 2019
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL PASO, TX
Past
August 2, 2018 - February 19, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL PASO, TX
Past
July 7, 2014 - August 6, 2018
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ALAMOGORDO, NM
Past
July 7, 2014 - August 6, 2018
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ALAMOGORDO, NM
Past
May 19, 2010 - June 5, 2014
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
CRD#: 13609
ALAMOGORDO, NM
Past
May 17, 2010 - June 5, 2014
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
ALAMOGORDO, NM
Past
May 20, 2008 - May 26, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
ALAMOGORDO, NM
Past
May 20, 2008 - May 26, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
ALAMOGORDO, NM
Past
May 26, 2006 - May 20, 2008
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
TOPEKA, KS
Past
August 23, 2005 - May 20, 2008
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
TOPEKA, KS
Past
June 17, 2004 - August 22, 2005
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
Past
August 27, 2002 - March 12, 2004
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Colorado(9/3/2021)
RR
Maine(2/5/2019)
RR
New Mexico(2/5/2019)
IAR
New Mexico(3/21/2024)
RR
Texas(2/4/2019)
IAR
Texas(3/21/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
