Angela MossCRD Number: 5397821
Current Firm: Lpl Financial LLC
Angela Moss (CRD# 5397821) is an Investment Advisor Representative working at Lpl Financial LLC in Rocky Mount, NC and has over 9 years of experience in the finance industry.
Emerald Asset Management, Inc.
Whitener Capital Management, Inc.
|First South Bank (nc)||Rocky Mount, NC||Feb 2011 - Current||7|
|Lpl Financial||Rocky Mount, NC||Dec 2010 - Current||7|
|Wachovia Securities, LLC||Rocky Mount, NC||Jul 2007 - Dec 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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