Angela Carol Neyman

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

• 05/2005 → Present
  Cadence Bank Fka Bancorpsouth Bank
  Olive Branch, MS
• 12/2022 → Present
  Lpl Financial
  Olive Branch, MS

Other Businesses

1)09/19/2023 - Cadence Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/19/2023 - Cadence Bank - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 05/2005 - 160 Hr/Mth 3)09/19/2023 - Notary - State of MS - Inv Rel - Start: 08/2022

Exams

• S66 Uniform Combined State Law Examination
  2025-08-04

Other Names

• Angela C Mathis
• Angela C Anglin
• Angela C Neyman
• Angela M Neyman