Angela V. Nelson
Professional summary
Angela Virginia Nelson, who also goes by Angie Nelson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ararat, Virginia.
Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Angela has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Angela Virginia Nelson's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 20, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
March 17, 2014 - June 22, 2015
BB&T INVESTMENT SERVICES, INC.
May 14, 2004 - June 22, 2015
BB&T INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/20/2021)
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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