Angela C. Kenan

AMERITAS ADVISORY SERVICES

GREENSBORO, NC 27401

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CRD#: 2003299

Professional summary

Angela Carty Kenan, who also goes by Angela Carty Collins, Angela Collins, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Greensboro, North Carolina and AMERITAS INVESTMENT COMPANY, LLC located in Greensboro, North Carolina.

Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Angela has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angela Carty Collins | Angela Collins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CARTY PROPERTIES, LLC; 6625 PAYNE HARDY RD, GIBSONVILLE NC 27249; NON-INV REL; MANAGE RENTAL HOUSE; MEMBER; START DATE=06/1995; HRS/MO=0; TRADING HRS/MO=0; KEEP PROPERTIES IN GOOD ORDER FOR RENTERS, COLLECT RENT AND PAY BILLS * SOUTHEAST FINANCIAL SERVICES, INC; SAME AS BRANCH; INV REL; ASSIST WITH CLIENT SERVICE, DAY-TO-DAY BUSINESS OPERATIONS, ACCOUNTS PAYABLE AND RECEIVABLE; SECRETARY/TREASURER/AGENT; START DATE=09/1989; HRS/MO=160; TRADING HRS/MO=160; ASSIST WITH CLIENT SERVICE, DAY-TO-DAY BUSINESS OPERATIONS, ACCOUNTS PAYABLE AND RECEIVABLE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Carty Kenan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 101 S Elm St Ste 220, Greensboro, NC 27401

RIA

CRD#: 317245

GREENSBORO, NC

Current

June 30, 2006 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 101 S Elm St Ste 220, Greensboro, NC 27401

CRD#: 14869

Greensboro, NC

Past

June 30, 2006 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

LINCOLN, NE

Past

June 23, 2006 - June 30, 2006

CARILLON INVESTMENTS, INC.

RIA

CRD#: 14646

GREENSBORO, NC

Past

April 30, 1996 - June 30, 2006

CARILLON INVESTMENTS, INC.

CRD#: 14646

GREENSBORO, NC

Past

May 12, 1995 - October 17, 1995

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

May 23, 1994 - February 23, 1995

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

COLORADO SPRINGS, CO

Past

April 19, 1993 - May 23, 1994

PROGRAMMED EQUITIES CORPORATION

CRD#: 21778

Past

November 9, 1989 - November 17, 1992

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

North Carolina
(6/30/2006)

IAR

North Carolina
(11/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/8/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/8/1989

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Angela C. Kenan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Carty Kenan's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CARILLON INVESTMENTS, INC.

CARILLON INVESTMENTS, INC.

VERAVEST INVESTMENTS, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

PROGRAMMED EQUITIES CORPORATION

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2005

Series 63

Date: 11/8/1989

SIE

Date: 10/1/2018

Series 6

Date: 11/8/1989

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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