AdvisorOS Directory
Claim Profile
Unclaimed Profile
AS

Angela B. Simmons

ABS LEGACY PARTNERS, LLC·HICKORY, North Carolina
Clean record23 years registeredABS LEGACY PARTNERS, LLC
3048 NORTH CENTER STREET, HICKORY, NC 28601CRD# 4555736Firm CRD# 325604

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela B. Simmons · HICKORY, NC
Registration
CRD #4555736 · ABS LEGACY PARTNERS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

ABS LEGACY PARTNERS, LLC
Apr 2023 – present
EVERETT HARRIS & CO
Oct 2002 – Mar 2021
HICKORY, NC
02

Registrations & Exams

Registration record
First registered · October 29, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ABS LEGACY PARTNERS, LLC
CRD 325604 · SEC 801-127615
AUM
$546M
Regulatory assets under management
Employees
4
45 client accounts
Services offered by ABS LEGACY PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ABS LEGACY PARTNERS, LLC →
Introduction

Speak with Angela

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Angela is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HICKORY?

Browse all registered financial advisors in HICKORY, North Carolina or claim this profile if it's yours.

Browse HICKORY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Angela B. Simmons offer?
Angela B. Simmons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HICKORY, North Carolina for a consultation.
What are Angela B. Simmons's credentials?
Angela B. Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela B. Simmons located?
Angela B. Simmons is based in HICKORY, North Carolina, working with ABS LEGACY PARTNERS, LLC. Their office serves clients in the HICKORY metropolitan area and surrounding communities.
How does Angela B. Simmons charge for services?
Angela B. Simmons's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABS LEGACY PARTNERS, LLC?
ABS LEGACY PARTNERS, LLC has approximately 4 employees and manages $546M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in HICKORY, North Carolina

Carl Vernon Cline
RESOURCE PARTNERS LLC·HICKORY, NC
Mark David Coffey
HICKORY FINANCIAL GROUP, LLC·HICKORY, NC
Robert Beatty Fincher
RESOURCE PARTNERS LLC·HICKORY, NC
Sherrill Franklin Young
RESOURCE PARTNERS LLC·HICKORY, NC
ChFC
Sherrill Franklin Young
RESOURCE PARTNERS LLC·HICKORY, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile