Angela Pinkerton
Angela Pinkerton is a CFP, ChFC-designated registered investment advisor at Holland Advisory Services, INC., based in Ormond Beach, FL, with 16 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 527 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee ranges between 0.5% and 2.0% and is negotiable based on portfolio size, complexity, and potential growth.
Fee Estimator
Location
700 W. Granada Blvd., Ormond Beach, FL, 32174
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Angela owns rental property in Ormond Beach, FL since 2008. This activity requires minimal time.
Employment History
Current Registrations
Holland Advisory Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Miranda Mumma, CFP, ChFCHolland Advisory Services, INC.
- Matthew Sumrall, CFPHolland Advisory Services, INC.
- David Holland, CFP, ChFC, PFSHolland Advisory Services, INC.
- Kalon Hoard, CFPHolland Advisory Services, INC.
- Troy Denston, ChFCHolland Advisory Services, INC.
- Christine Capps, CFPWells Fargo Advisors