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Angela Pridgen Lessor

Journey Strategic Wealth LLC

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About Angela Pridgen Lessor

Angela Pridgen Lessor is a financial advisor with Journey Strategic Wealth LLC. Angela has over 10 years of experience in the financial services industry. She holds the Series 7 and Series 66 licenses. Previously, Angela was associated with LPL Financial LLC and Northwestern Mutual Investment Services, LLC. Angela is a Certified Financial Planner. Angela helps clients with financial planning, portfolio management for individuals and businesses. Angela and her firm have worked with a variety of clients, including individuals, businesses, corporations, charitable organizations, and high-net-worth individuals.

Firm Information

Angela Lessor is currently registered with Journey Strategic Wealth LLC. Journey Strategic Wealth LLC is an investment advisor headquartered in Summit, NJ. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They manage approximately $3.07 billion in assets for 1,898 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has 6 licensed agents, 13 investment advisor representatives, and 7 registered representatives.
Journey Strategic Wealth LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$3.07B

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Lessor’s Registration & Firm History

NJ

09/30/2022 - Present

Journey Strategic Wealth LLC (SUMMIT NJ)

VA

09/24/2020 - 10/14/2022

LPL FINANCIAL LLC (RICHMOND VA)

VA

10/19/2011 - 09/24/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)

VA

09/21/2009 - 05/03/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 01/14/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Pridgen Lessor.
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