Level Four Advisory Services
46yrs
Top advisor by experience at Level Four Advisory Services
7yrs
Angel Vidal
Financial advisor at Transamerica Financial Advisors
Based in Great Neck, New York, Angel Vidal is a fiduciary financial advisor with 7 years of industry experience. Angel has been with Transamerica Financial Advisors since 2021. Transamerica Financial Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 137 advisors with offices in Great Neck, and one of 119 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office111 Great Neck Rd., Great Neck, NY 11021
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowTransamerica Financial Advisors, LLCCurrent firm
Questions to ask Angel
Tailored to Angel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Angel
How do I contact Angel?
Call Transamerica Financial Advisors at 770-248-3271 and ask for Angel Vidal. Angel works from the Great Neck, NY office.
How long has Angel been a financial advisor?
Angel has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Angel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Angel a fiduciary?
Angel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Angel paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Angel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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