Unclaimed
Angela Taylor Eddins is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Angela has been working in the financial services industry since December 4, 1994. Angela's office is located at 2630 Eastchester Drive in High Point, NC. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
11/09/2017 - Present
Raymond James Financial Services Advisors, Inc. (HighPoint NC)
NC
06/04/2014 - 11/13/2017
LPL FINANCIAL LLC (HIGH POINT NC)
NC
02/19/2013 - 05/12/2014
INFINEX INVESTMENTS, INC. (HIGH POINT NC)
NC
04/27/2011 - 02/20/2013
LPL FINANCIAL LLC (HIGH POINT NC)
NC
01/30/2006 - 04/06/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ASHEBORO NC)
NC
02/03/2003 - 02/01/2006
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NY
08/18/1995 - 02/03/2003
IFMG SECURITIES, INC. (PURCHASE NY)
NY
06/16/1995 - 08/23/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
TX
10/24/1994 - 07/05/1995
AFS BROKERAGE, INC. (AUSTIN TX)
BOTH
Issued 09/24/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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