Angela M. Beckham
CETERA INVESTMENT ADVISERS LLC
WASHINGTON, DC 20003
Some features on this profile are disabled
CRD#: 5802715
Professional summary
Angela M Beckham, CFA, CFP®, who also goes by Angela Margaret Roghmann, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Washington, District Of Columbia and CETERA WEALTH SERVICES, LLC located in Washington, District Of Columbia.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Angela has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela Margaret Roghmann
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: NATIONAL CAPITAL BANK OF WASHINGTON DBA NATIONAL CAPITAL FINANCIAL GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: BANK, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, START DATE: 06/2012, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, FINANCIAL PROFESSIONAL OFFERING INVESTMENT AND ADVISORY SERVICES ON BANK PREMISES: 2) NAME OF OTHER BUSINESS: ANGELA BECKHAM ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: TAX PREPARATION ; START DATE: 07/2025 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: PREPARE TAX RETURNS FOR INDIVIDUALS AND NOT FOR PROFIT ENTITIES ; 3) NAME OF OTHER BUSINESS: CAPITOL HILL VILLAGE, INVESTMENT RELATED: NO, ADDRESS: 1355 E STREET SE, WASHINGTON, DC, 20003, NATURE OF BUSINESS: NON-PROFIT, START DATE: 09/2021, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, LESS THAN 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MANAGEMENT OVERSIGHT; 4) NAME OF OTHER BUSINESS: WASHINGTON SCHOOL FOR GIRLS; INVESTMENT RELATED: NO; ADDRESS: 1901 MISSISSIPPI AVENUE SE WASHINGTON, DC 20020; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/ FINANCE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: GENERAL MANAGEMENT OVERSIGHT, REVIEW FINANCIAL STATEMENTS AND PROGRESS COMPARED TO THE BUDGET;
CRS (Client Relationship Summary) - RIA
Click below to view Angela M Beckham'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®
CFP®
Start date: 2013
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 316 Pennsylvania Ave Se Ste 402, Washington, DC 20003Office #2: 114 Camp Street Apartment #202, San Antonio, TX 78204RIA
CRD#: 105644
WASHINGTON, DC
Current
June 29, 2012 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 316 Pennsylvania Ave Se Ste 402, Washington, DC 20003BD
CRD#: 13572
Washington, DC
Past
July 23, 2012 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
November 22, 2010 - June 18, 2012
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
FALLS CHURCH, VA
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
Alabama(9/27/2023)
RR
Arizona(6/7/2018)
RR
California(4/3/2018)
RR
Colorado(7/15/2025)
RR
Delaware(11/30/2023)
RR
District of Columbia(6/29/2012)
IAR
District of Columbia(6/29/2023)
RR
Florida(5/19/2015)
RR
Georgia(6/17/2015)
RR
Illinois(7/14/2021)
RR
Kansas(8/10/2022)
RR
Maine(7/16/2019)
RR
Maryland(6/29/2012)
RR
Massachusetts(4/26/2024)
RR
Minnesota(4/27/2018)
RR
Montana(8/10/2023)
RR
New Jersey(2/26/2019)
RR
New York(10/15/2013)
RR
North Carolina(4/14/2020)
RR
Ohio(7/16/2019)
RR
Pennsylvania(5/9/2016)
RR
South Carolina(11/4/2025)
RR
Texas(3/22/2021)
IAR
Texas(6/29/2023)
RR
Virginia(6/29/2012)
RR
Washington(6/5/2018)
Exams
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.
