Angela Perry is a registered investment advisor at Pactolus, based in Vienna, VA, with 23 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 211 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pactolus provides investment advice as part of a wrap fee program. Please refer to Appendix 1: Pactolus Wrap Fee Program Brochure for fee information.
Location
8614 Westwood Center Drive, Suite 620, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela owns rental property in Oakland, CA since 2013, requiring minimal time. She is also an Investment Adviser Representative at Pactolus Private Wealth Management, LLC and a Managing Director at Pactolus Capital Partners, dedicating full-time hours to these investment-related activities.
Employment History
Current Registrations
Pactolus
Pactolus Capital PartnersBroker
Pactolus Capital Partners
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ids Marketing CorporationBroker
State Registrations4 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.