Angela Ann Pinkerton
CFP®, ChFC®Professional Summary
Angela Ann Pinkerton, CFP®, ChFC®, who also goes by Angel Ann Pinkerton, Angela Ann Roy, is a registered financial advisor currently at HOLLAND ADVISORY SERVICES, INC. located in Ormond Beach, Florida. Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Angela has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Angel Ann Pinkerton, Angela Ann Roy
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
HOLLAND ADVISORY SERVICES, INC. | RETIREMENT DREAMBUILDERS | RETIREE INVESTMENT ADVISERS, INC. | RAM ADVISORY SERVICES, INC. | RAM ADVISORY SERRVICES, INC. | HOLLAND FINANCIAL, INC.
Contact Information
Main Address
700 West Granada Boulevard, Ormond Beach, FL 32174-9036Phone Number
(386) 671-7526# of Employees
17SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,060AUM (Assets Under Management)
$307,659,373Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/15/2026 | Cover Page | Report |
| 01/24/2025 | Cover Page | Report |
| 03/04/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
HOLLAND ADVISORY SERVICES, INC. | RETIREMENT DREAMBUILDERS | RETIREE INVESTMENT ADVISERS, INC. | RAM ADVISORY SERVICES, INC. | RAM ADVISORY SERRVICES, INC. | HOLLAND FINANCIAL, INC.
State Registrations and Notice Filings
(7/21/2010)
(9/23/2021)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1994About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Angela Ann Pinkerton's CRS (Customer Relationship Summary).
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