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Angela Carty Kenan

34 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K
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Location

101 S Elm St Ste 220, Greensboro, NC, 27401

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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 Activities

Angela is a member of Carty Properties, LLC, managing a rental house, but spends minimal time on it. She also serves as Secretary/Treasurer/Agent at Southeast Financial Services, Inc., dedicating full-time hours to client service, business operations, and accounting.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 3 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
Ameritas Advisory Services
June 2006 - November 2021 · 15 yrs 5 mos
Carillon Investments, INC
June 2006 - June 2006 · 0 mos
Carillon Investments, INC.Broker
April 1996 - June 2006 · 10 yrs 2 mos
Allmerica Investments, INC.Broker
May 1995 - October 1995 · 5 mos
Intervest International Equities CorporationBroker
May 1994 - February 1995 · 9 mos
Programmed Equities CorporationBroker
April 1993 - May 1994 · 1 yr 1 mo
Allmerica Investments, INC.Broker
November 1989 - November 1992 · 3 yrs
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela Carty Kenan - Financial Advisor | TrueAdvisor