Elizabeth Angus (CRD# 7405605) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 17 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Pension Consultants, Inc. | Springfield, MO | Jan 2023 - Current | 1 |
Pension Consultants, Inc. | Springfield, MO | Sep 2021 - Current | 2 |
Pension Consultants, Inc. | Springfield, MO | Sep 2019 - Dec 2022 | 3 |
Sumnerone (sumnerone Acquired Corporate Business Systems) | Springfield, MO | Apr 2017 - Sep 2019 | 2 |
Corporate Business Systems | Springfield, MO | Mar 2015 - Mar 2017 | 2 |
Ag Credit Union | Springfield, MO | Oct 2013 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2006 |
S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- MO
-
Total Assets Under Management4,447MILLIONS
-
Total Number of Accounts141ACCOUNTS
-
Average Account Value$31,536,595
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AR, KS, MO, NE, OK
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