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TD Bank - Louie Atangan Relationship Manager NMLS #572392
(571) 888-2507
Registered Address
1919 Gallows Road
Vienna, VA 22182
US
See you in a bit
About Louie Atangan
As a Private Client Relationship Manager, Louie delivers TD Wealth’s full offering of private client banking, lending, investment management, trust, and estate planning services to high net worth individuals in his market. He works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, he leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, he develops an extensive relationship with each client and works closely with the team assembled to support their needs.
Prior to joining TD Wealth in 2016, Louie held roles as a Client Advisor at SunTrust Private Wealth Management and as a Relationship Manager at PNC Wealth Management.
Prior to joining TD Wealth in 2016, Louie held roles as a Client Advisor at SunTrust Private Wealth Management and as a Relationship Manager at PNC Wealth Management.
Languages available
English
Services
- Mortgages and Home Equity Lines
- Custom Credit
- Financial Planning
- Investment Management Services
- Trust & Estate Planning
- Institutional Services
- Private Client Banking
Registrations
- Series 7An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
- Series 63The Series 63 is a securities exam and license entitling the holder to solicit orders for any type of security in a particular state, that they are registered in
- Series 65The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
Education
Regent University
MBA in Finance
Louie can meet at these stores
TD Bank Alexandria Van Dorn
TD Bank Annandale
TD Bank Clarendon Wilson
TD Bank Dale City
TD Bank West Springfield
TD Bank Woodbridge Dumfries
TD Bank Fairfax
TD Bank Little River Turnpike
TD Bank Manassas Liberia
TD Bank Seven Corners
TD Bank Chantilly
TD Bank Great Falls
TD Bank Herndon
TD Bank Leesburg
TD Bank Manassas Digges
TD Bank Arlington Lee Highway
TD Bank Centreville VA
TD Bank Mclean
TD Bank Reston
TD Bank Tysons Corner
TD Bank Vienna
Investment Solutions
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TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
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TD Automated Investing Plus
Get the ease and convenience of TD Automated Investing—plus guidance from TD Wealth Financial Advisors, who will help you refine and develop your investment goals.
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TD Investment Services (US)
Work with a dedicated Relationship Manager to build a diversified portfolio and a customized TD Wealth Plan built around your personal goals.
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Private Client Group
Receive our highest level of service and allow us to manage all of your banking, investing and lending needs—led by a dedicated Relationship Manager.
Let's talk about your personal wealth journey
At every stage of investing, we can help
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We'll help you get started and to find an appropriate investment
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Whatever your goals or timeline, we can help you get there. We'll help you get started and to find an appropriate investment
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Work towards a worry-free retirement and leave the legacy you want
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Take a comprehensive approach to growth and preservation strategies for your personal assets, while considering the value of your business, with TD Wealth Private Client Group.
Frequently Asked Questions
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About TD Wealth
For decades, TD Wealth has provided guidance and investing insights to help people like you reach their financial goals. Today, we offer multiple ways to put your money to work for you, from automated investing to private wealth management. A TD Wealth Advisor can help you match your investing style with the strategy that works best for you. We’re available to you in TD stores, by phone, through video conference or in person.