Angela Moss (CRD# 5397821) is an Investment Advisor Representative working at Lpl Financial LLC in Rocky Mount, NC and has over 15 years of experience in the finance industry.
CRD# 1674318
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 736374
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crescom Bank | Rocky Mount, NC | Jun 2019 - Current | 4 |
| First South Bank (nc) | Rocky Mount, NC | Feb 2011 - Current | 13 |
| Lpl Financial LLC | Rocky Mount, NC | Dec 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- NC
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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