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Angela Ann Pinkerton

Holland Advisory Services, Inc.

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About Angela Ann Pinkerton

Angela Ann Pinkerton is a financial advisor who has been in the industry since 1994. Angela is registered with Holland Advisory Services, Inc. and is based in Ormond Beach, Florida. Angela holds several designations including Certified Financial Planner and Chartered Financial Consultant. Prior to joining Holland Advisory Services, Inc., Angela was an advisor with WELLS FARGO ADVISORS, LLC. and FIRST UNION BROKERAGE SERVICES, INC.

Firm Information

Angela Pinkerton is currently registered with Holland Advisory Services, Inc.. Holland Advisory Services, Inc. is an investment advisor based in Ormond Beach, Florida, with 8 licensed agents and 7 investment advisor representatives. The firm has approximately $232.5 million in regulatory assets under management, with a majority of its clients being individuals other than high-net-worth individuals. They offer financial planning, pension consulting, and portfolio management services for individuals and corporations.
Holland Advisory Services, Inc.

700 WEST GRANADA BOULEVARD

ORMOND BEACH, FL 32174-9036

$232.52M

Assets Under Management

29

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial advice

Financial advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Pinkerton’s Registration & Firm History

FL

09/23/2021 - Present

Holland Advisory Services, Inc. (ORMOND BEACH FL)

FL

10/01/2000 - 01/21/2010

WELLS FARGO ADVISORS, LLC (ORMOND BEACH FL)

NC

10/06/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NC

06/14/1994 - 03/16/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 03/12/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/13/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Ann Pinkerton.
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