Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Hall is a financial advisor associated with LPL Financial LLC. Angela has been working in the financial industry since August 17, 2001. Angela holds FINRA Series 63, 65, 7 and SIE licenses. Angela is registered to provide investment advisory services in several states including North Carolina, Texas, Alaska, California, Florida, Georgia, New York, Ohio, South Carolina, Virginia and West Virginia. Angela has worked at several firms throughout her career including Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC, LPL Financial Corporation, SunTrust Investment Services, Inc., NCF Financial Services, Inc., Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
06/26/2024 - Present
LPL Financial LLC (BURLINGTON NC)
NC
08/28/2015 - 07/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Burlington NC)
NC
06/14/2010 - 09/01/2015
WELLS FARGO ADVISORS, LLC (BURLINGTON NC)
NC
10/30/2007 - 06/02/2010
LPL FINANCIAL CORPORATION (BURLINGTON NC)
NC
01/03/2005 - 11/15/2007
SUNTRUST INVESTMENT SERVICES, INC. (BURLINGTON NC)
NC
09/23/2004 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
NY
07/07/2004 - 10/04/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/07/2001 - 07/07/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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