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Angela Marie Coxton

Investment Adviser Representative at AVANTAX PLANNING PARTNERS, INC.

El Segundo, CACRD #2990099Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
2 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Angela Marie Coxton has worked in the securities industry since 2000. They have passed the Series 66, 63, 24, 14, 7, and 6 examinations. They are registered to provide investment advisory services in California and North Carolina.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaNorth Carolina
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/4/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 7/20/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/17/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/22/2000
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 7/28/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $1,000,0001.25%
$1,000,001 to $2,000,0001.00%
$2,000,001 to $5,000,0000.75%
Over $5,000,0000.60%
Source

Avantax Planning Partners, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AVANTAX PLANNING PARTNERS, INC.Current
4/18/2024El Segundo, CA
CETERA ADVISORS LLCCurrent
7/16/2012Mooresville, NC
CETERA FINANCIAL SPECIALISTS LLCCurrent
7/16/2012Mooresville, NC
CETERA INVESTMENT SERVICES LLCCurrent
7/16/2012Mooresville, NC
CETERA INVESTMENT ADVISERS LLCCurrent
7/16/2012El Segundo, CA
CETERA WEALTH SERVICES, LLCCurrent
5/23/2000Mooresville, NC
AVANTAX ADVISORY SERVICES
4/18/20249/5/2025El Segundo, CA
CETERA ADVISOR NETWORKS LLC
9/26/20086/29/2023Bluefield, VA
CETERA ADVISORS LLC
7/16/20129/28/2017Bluefield, VA
CETERA INVESTMENT SERVICES LLC
7/16/20121/21/2014St Cloud, MN

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Angela Marie Coxton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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