Angela D. Perry
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Angela Deadra Perry, who also goes by Angela Perry King, Angela King, was a registered financial professional .
Angela is a previously registered financial professional and started their career in finance in 1986. Angela had worked at 6 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 52, Series 7, Series 51, Series 24 and Series 53 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 17, 2019 - July 6, 2026
PACTOLUS
October 20, 2017 - July 6, 2026
PACTOLUS CAPITAL PARTNERS
March 25, 2017 - October 18, 2017
MML INVESTORS SERVICES, LLC
March 25, 2017 - October 18, 2017
MML INVESTORS SERVICES, LLC
September 10, 2014 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
August 22, 2013 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
October 18, 2002 - March 21, 2013
VALIC FINANCIAL ADVISORS, INC.
August 5, 2002 - March 21, 2013
VALIC FINANCIAL ADVISORS, INC.
December 26, 1986 - January 23, 1987
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
PACTOLUS
CRD#: 155195 / SEC#: 801-71915
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
PACTOLUS
CRD#: 155195 / SEC#: 801-71915
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 447 |
| AUM (Assets Under Management) | $ 187,843,313 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 11/22/2024 | ||
| 10/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
