Angel Melgoza

FINANCIAL LIFE ADVISORS

SAN ANTONIO, TX 78248

Some features on this profile are disabled

CRD#: 6122539

Professional summary

Angel Melgoza, CFP®, who also goes by Angel Melgosa, is a registered financial advisor currently at FINANCIAL LIFE ADVISORS located in San Antonio, Texas.

Angel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Angel has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Angel Melgosa

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) - RIA

Click below to view Angel Melgoza'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

June 24, 2026 - Present

FINANCIAL LIFE ADVISORS

Office #1: 2338 N Loop 1604 W Ste 311, San Antonio, TX 78248

RIA

CRD#: 128502

SAN ANTONIO, TX

Past

January 4, 2023 - June 23, 2026

YFP WEALTH

RIA

CRD#: 282918

Edinburg, TX

Past

June 9, 2022 - December 2, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

Edinburg, TX

Past

January 4, 2022 - June 9, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

Edinburg, TX

Past

October 28, 2021 - December 14, 2023

MYLIFE FINANCIAL

RIA

CRD#: 317266

EDINBURG, TX

Past

July 9, 2021 - January 3, 2022

YOUR RICHEST LIFE

RIA

CRD#: 171609

Edinburg, TX

Past

August 28, 2020 - December 22, 2020

LPL FINANCIAL LLC

CRD#: 6413

MCALLEN, TX

Past

August 18, 2020 - December 22, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

MCALLEN, TX

Past

August 11, 2016 - March 29, 2019

MYLIFE FINANCIAL

RIA

CRD#: 283641

EDINBURG, TX

Past

February 18, 2013 - November 13, 2018

FINANCIAL LIFE ADVISORS

RIA

CRD#: 128502

MCALLEN, TX

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".

FINANCIAL LIFE ADVISORS

FINANCIAL ADVISORS FOR LIFE | FINANCIAL LIFE ADVISORS LLC | FINANCIAL LIFE ADVISORS

CRD#: 128502 / SEC#: 801-111024

RIA

Registered Investment Advisory firm - (8/17/2017 Approved)

California

Registered Investment Advisory firm - (11/21/2008 Terminated)

Texas

Registered Investment Advisory firm - (12/13/2017 Terminated)

Virginia

Registered Investment Advisory firm - (10/23/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Texas
(6/24/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/25/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/16/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/28/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/15/2020

Securities Industry Essentials Examination

Current Firm

FINANCIAL LIFE ADVISORS

FINANCIAL ADVISORS FOR LIFE | FINANCIAL LIFE ADVISORS LLC | FINANCIAL LIFE ADVISORS

CRD#: 128502 / SEC#: 801-111024

RIA

Registered Investment Advisory firm - (8/17/2017 Approved)

California

Registered Investment Advisory firm - (11/21/2008 Terminated)

Texas

Registered Investment Advisory firm - (12/13/2017 Terminated)

Virginia

Registered Investment Advisory firm - (10/23/2008 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248

Mailing Address

Phone number

(210) 918-8998

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2026 FLA FORM ADV PART 2A (2/5/2026)

Regulatory assets under management

Total Number of Accounts	752
AUM (Assets Under Management)	$ 366,325,843

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.

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

SAN ANTONIO, TX

Joe-ben O'banion

TITLEIST ASSET MANAGEMENT, LLC

IAR

SAN ANTONIO, TX

Christopher Hall

LPL FINANCIAL LLC

IAR

SAN ANTONIO, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Angel Melgoza

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angel Melgoza's CRS (Customer Relationship Summary).

Certified licenses

Experience

YFP WEALTH

ORIGIN INVESTMENT ADVISORY LLC

ORIGIN INVESTMENT ADVISORY LLC

MYLIFE FINANCIAL

YOUR RICHEST LIFE

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MYLIFE FINANCIAL

FINANCIAL LIFE ADVISORS

Primary Firm SEC Registration

FINANCIAL LIFE ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 9/25/2020

Series 65

Date: 2/16/2013

Series 7TO

Date: 8/28/2020

SIE

Date: 6/15/2020

Current Firm

FINANCIAL LIFE ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL LIFE ADVISORS

TRUST BUT VERIFY

Similar Advisors