Unclaimed Profile

Angela Lynnette Holland

INNOVATION X ADVISORS, LLC·ROCKVILLE, Maryland

SIE, Series 6, Series 7, Series 14, Series 24, Series 26, Series 31, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TOClean record18 years registeredINNOVATION X ADVISORS, LLC

1445 RESEARCH BLVD., ROCKVILLE, MD 20850CRD# 3166586Firm CRD# 322292

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angela Lynnette Holland · ROCKVILLE, MD

Registration

CRD #3166586 · INNOVATION X ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ADVISORS PREFERRED LLC

Jun 2018 – present

ATCAP PARTNERS, LLC

Apr 2013 – present

FOOTHILL SECURITIES, INC.

Sep 2016 – Dec 2016

Columbia, MD

H. BECK, INC.

Sep 2011 – Mar 2012

BETHESDA, MD

OLD MUTUAL CAPITAL

Dec 2007 – Sep 2010

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 26

Series 31

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · December 19, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INNOVATION X ADVISORS, LLC

CRD 322292 · SEC 801-126051

AUM

$1.4B

Regulatory assets under management

Employees

15 client accounts

Services offered by INNOVATION X ADVISORS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at INNOVATION X ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Angela Lynnette Holland offer?

Angela Lynnette Holland specializes in Retirement Planning. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Angela Lynnette Holland's credentials?

Angela Lynnette Holland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela Lynnette Holland located?

Angela Lynnette Holland is based in ROCKVILLE, Maryland, working with INNOVATION X ADVISORS, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Angela Lynnette Holland charge for services?

Angela Lynnette Holland's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INNOVATION X ADVISORS, LLC?

INNOVATION X ADVISORS, LLC has approximately 4 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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