Angela Williams Holland
Professional Summary
Angela Williams Holland, who also goes by Angela Lynnette Evans, Angie Evans, Angela Lynnette Holland, Angela Lynnette Williams, Angela Williams, is a registered financial advisor currently at ATCAP PARTNERS, LLC located in Rockville, Maryland and ADVISORS PREFERRED LLC located in Rockville, Maryland. Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Angela has worked at 8 firms and has passed the Series 63,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Angela Lynnette Evans, Angie Evans, Angela Lynnette Holland, Angela Lynnette Williams, Angela Williams
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
ADVISORS PREFERRED LLC | KENSINGTON ANALYTICS
Contact Information
Main Address
1445 Research Boulevard #530, Rockville, MD 20850Phone Number
(866) 842-3356# of Employees
9SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
22AUM (Assets Under Management)
$1,688,200,204Similar Advisors
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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.
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Primary Firm SEC Registration
ADVISORS PREFERRED LLC | KENSINGTON ANALYTICS
State Registrations and Notice Filings
(10/4/2016)
(10/4/2016)
(11/2/2012)
(4/8/2016)
(10/17/2012)
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(4/9/2012)
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(10/18/2012)
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(6/26/2018)
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(10/22/2012)
(10/4/2016)
(12/4/2017)
(4/23/2012)
(10/4/2016)
(4/5/2016)
(10/4/2016)
(10/4/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Feb 2020About the Series 79TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2000About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 2000About the Series 26 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Angela Williams Holland's CRS (Customer Relationship Summary).
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