AL
CFP
AL
CFP

Angela Pridgen Lessor

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
928 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$3.8B

Fee Structure

Loading...

Location

47 Maple Street, Suite 104, Summit, NJ, 07901

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Journey Strategic Wealth LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Bleakley Financial Group, LLC
June 2022 - October 2022 · 4 mos
LPL Financial LLCBroker
September 2020 - October 2022 · 2 yrs 1 mo
Private Advisor Group, LLC
September 2020 - July 2022 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
October 2011 - September 2020 · 8 yrs 11 mos
Northwestern Mutual Investment Services,llc
October 2011 - September 2020 · 8 yrs 11 mos
Northwestern Mutual Investment Services,llc
August 2010 - May 2011 · 9 mos
Northwestern Mutual Investment Services, LLCBroker
September 2009 - May 2011 · 1 yr 8 mos
State Registrations8 states
CAFLGALANCSCTXVA
Advisor
Exams
No exam information available for this advisor.
Angela Pridgen Lessor - Financial Advisor | TrueAdvisor