Matthew C. Angel
Professional summary
Matthew Clayton Angel, CFP®, who also goes by Matthew C Angel, is a registered financial advisor currently at ANGEL LEGACY ADVISORS, LLC located in Lubbock, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 4 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 24 and Series 51 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Clayton Angel's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2025 - Present
ANGEL LEGACY ADVISORS, LLC
Office #1: 12203 Quaker Ave #10, Lubbock, TX 79424June 13, 2025 - June 30, 2025
USAA INVESTMENT SERVICES COMPANY
January 8, 2018 - July 8, 2020
USAA INVESTMENT SERVICES COMPANY
December 2, 2010 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
November 5, 2010 - June 19, 2020
USAA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/19/2025)
Exams
Series 7TO
Date: 2/9/2024
General Securities Representative ExaminationCurrent Firm
ANGEL LEGACY ADVISORS, LLC
CRD#: 337395 / SEC#:
Contact information
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