AO
AO

Angela Oglesby

6 Years of Experience
Lake City, FL
Broker

Angela Oglesby is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake City, FL, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4641 W US Highway 90, Lake City, FL, 32055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Angela owns Dream A Little Gem, where she makes and sells jewelry, dedicating a few hours per week. She also owns Moses Wealth Advisors, LLC, which is the DBA for their branch, taking about half of Angela's time, and is affiliated with Odom Moses and Company, LLP, an accounting/CPA firm, spending minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2021 - Present · 4 yrs 7 mos
Raymond James Financial Services, INC.Broker
November 2019 - Present · 6 yrs 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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
No exam information available for this advisor.