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AE

Angela K. Epley

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CRD#: 6398320
AE

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.

Angela Kim Tran Epley, CFP®, who also goes by Angela Epley, was a registered financial professional .

Angela is a previously registered financial professional and started their career in finance in 2014. Angela had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Angela Epley

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) Financialosophy; Owner; Investment Related; Located at: 2702 Little John Lane, Austin, TX 78704; Personal finance publishing company which partners with Pangeneric Press author Richard Epley for The Blue Jean Millionaire(TM) book series; Start Date: September 2015; Requires 10-20 hours per month during non-securities trading hours; Focuses on creating content for a mass audience (no individual advice) via the Kindle Direct Publishing platform on Amazon, audiobook platform Audible, and print-on-demand platform CreateSpace. 2) Freelance Services; Independent Contractor; Non-Investment Related; Located at: 2702 Little John Lane, Austin, TX 78704: Provide copywriting, editing, social media, content strategy, acting and other marketing services to a variety of clients across multiple industries. Start Date: 2013; Requires 0-10 hours per month during non-securities trading hours. It focuses on creating content in various outputs for different clients. 3) Publicis Sapient; Lead Content Strategist; Non-Investment Related; Located at: 300 W. 6th Street #1600, Austin TX 78701; Advertising Agency; Start Date: Aug. 2017; Requires 20-40/hrs/week during securities trading hours. Oversee content strategy initiatives and execution on behalf of this global agency's clients, including performing content audits, competitive research and analysis, high-level content strategy and execution, and managing a team of writers (including freelancers).

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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Past

September 24, 2019 - November 28, 2024

FINANCIALOSOPHY

RIA
CRD#: 304457
AUSTIN, TX
Past

October 3, 2014 - April 30, 2019

PER STIRLING CAPITAL MANAGEMENT, LLC

RIA
CRD#: 151671
AUSTIN, TX

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: 10/3/2014
Uniform Investment Adviser Law Examination

Current Firm

FI
FINANCIALOSOPHY
FINANCIALOSOPHY | FINANCIALOSOPHY, LLC

CRD#: 304457 / SEC#:

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Contact information

Main Address
2702 Little John Lane, Austin, TX 78704
Mailing Address
Phone number
(972) 375-7813
Established
Firm type
Fiscal year end
# of Employees
1

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

FINANCIALOSOPHY

CRD#: 304457

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