Angela Ann Pinkerton

CFP · ChFC

15 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate PlanningTax PlanningRetirees

Holland Advisory Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

1,025 clients

Average Client Portfolio

$257K average

Assets Under Management

$263.5M

Fee Structure

Minimum Investment:$40K

Location

700 W. Granada Blvd., Ormond Beach, FL, 32174

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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.

Other Business Activities

Angela owns rental property in Ormond Beach, FL since 2008. This activity requires minimal time.

Employment History

Current Registrations

Holland Advisory Services, INC.

July 2010 - Present · 15 yrs 7 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.