Angela Kilgo Moss

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2010 → Present
  Lpl Financial Llc
  Rocky Mount, NC
• 02/2011 → 06/2019
  First South Bank (Nc)
  Rocky Mount, NC
• 06/2019 → 06/2020
  Crescom Bank
  Rocky Mount, NC

Previous Registrations

• 2010-07-05 → 2010-12-16
  Wells Fargo Clearing Services, Llc
  Rocky Mount, NC
  Raleigh, NC
  Rocky Mount, NC
  Raleigh, NC
  Raleigh, NC

Other Businesses

1. 6/25/2020 - BillyAnna Properties, LLC - Investment Related - 4406 Sandy Pine Court Battleboro, NC 27809 - Real Estate Rental - Started 07/07/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Inherited a rental house. Have an agency that manages it.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-02
• S63 Uniform Securities Agent State Law Examination
  2008-08-27

Other Names

• Angela Kilgo Craddock
• Angela Carol Kilgo
• Angela Moss