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Angela Denise Sloan

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

1474 Highway 55 East, Suite 500, Clover, SC, 29710

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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.

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Other Business ActivitiesSells Insurance

Angela owns several businesses, including Metrolina Tax Service, Metrolina Insurance, Preservation Financial, and Sloan Financial Group, LLC, which offer tax preparation, insurance (property & casualty, life, long-term care, annuities, Medicare supplements, disability), and securities services. She also hosts a radio show and is a trustee for a trust, dedicating a significant amount of time to Sloan Financial Group, LLC, and a few hours per week to other activities.

Employment History
Current Registrations
Madison Avenue Securities, LLC
September 2009 - Present · 16 yrs 5 mos
Madison Avenue Securities, LLCBroker
January 2006 - Present · 20 yrs 1 mo
Previous Registrations
Southeast Investments, N.c., INC.Broker
December 2003 - January 2006 · 2 yrs 1 mo
American Classic Securities, INC.Broker
October 1991 - November 2003 · 12 yrs 1 mo
North American Management, INC.Broker
May 1991 - November 1991 · 6 mos
First American National Securities, INC.Broker
February 1987 - May 1991 · 4 yrs 3 mos
State Registrations11 states
AZFLGAMIMONCNYRISCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela Denise Sloan - Financial Advisor | TrueAdvisor