Angela Jaclynn Wood

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Kurtz, Connor, Browning & Phillips Llc
  Mclean, VA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Midlothian, TX
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-11-11 → 2021-06-09
  Voya Financial Advisors, Inc.
  Vienna, VA
  Midlothian, TX

Other Businesses

1) NAME OF ENTITY: Cat's Eye Studio; No; 6011 Shady Oaks Lane; Midlothian; TX; 76065; Art Work; OWNER/ARTIST; 9/1/2002; 5; 0; Design and create various works of art; 2) NAME OF ENTITY: Kurtz, Connor, Browning & Phillips LLC (KCBP, LLC); Yes; SAME AS REGISTERED LOCATION ; DBA; Operation Manager; 7/1/2006; 160; 160; Preparation of client paperwork, maintenance of branch blotters, scheduling of appointments, filing paperwork.|

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-14
• S63 Uniform Securities Agent State Law Examination
  2001-07-31

Other Names

• Angela Jane Krebs
• Angela Jane Locke