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Angeles Perez Atkinson

Advisor at First Citizens Investor Services, Inc. — Chatham, VA

Updated today

Credentials

Series 63, Series 65

Experience

19 years

Location

Chatham, VA 24531

First Citizens Investor Services, Inc. logo

First Citizens Investor Services, Inc.

Enterprise

Total advisors

325

Across 83 offices

Clients per advisor

23 Very Low

Avg AUM per client

$344,524 Typical

HNW client ratio

9% Low

About

Angeles Atkinson is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2005. Atkinson also serves as Board President of the Community Foundation of the Dan River Region, overseeing committee meetings and providing guidance to the Executive Director. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm applies fundamental, quantitative, and technical analysis to manage client portfolios across various asset classes and offers a range of investment solutions including portfolio management, model portfolios, and tax-aware services.

Client services

Based on First Citizens Investor Services, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on First Citizens Investor Services, Inc.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy

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Fee options

Percentage

$0 - $100,000: 1.30% $100,001 - $250,000: 1.20% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.85%

Other

Account minimum: $25,000

Location

See office

Chatham, VA

1 South Main Street

Chatham VA 24531

Advisors at this office

1

Most active in

Virginia

Work history

19 years of industry experience

First Citizens investor Services

2005 - Present • 21 years

Raleigh, NC

First Citizens Bank and Trust

1999 - Present • 27 years

Chatham, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ashley O

Series 66

Gretna, VA

11 Financial

Ashley Owens is a financial advisor at 11 Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including CapFinancial Securities LLC and Benchmark Bank. In addition to her advisory role, she is a loan officer at Neighbors Bank. 11 Financial serves individuals, high-net-worth clients, and corporations by providing portfolio management and financial planning services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies and risk tolerance, offering both discretionary and non-discretionary services.

Options & derivatives strategies Annuities Doctor or Medical Professional Founder/Business Owner
user avatar

Gerald D

CFP®, ChFC®, Series 63, Series 65

Pittsville, VA

Kestra Advisory

Gerald Denney Jr. is a financial advisor with Kestra Advisory, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. His prior roles include positions with LPL Financial, Ameriprise Financial Services, and Private Advisor Group. He serves as an Emeritus Board Director for the Loaves & Fishes Food Pantry and is President of the Board for his condominium association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive

Hershel S

CFP®, Series 63

Danville, VA

Edward Jones

Hershel Stone is a CFP® with over 31 years of experience at Edward Jones, where he has worked since 1994. He is based in Danville, VA. Outside of his financial advisor role, he serves as a board member of the Chatham, VA Board of Zoning Appeals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of nearly 24,000 advisors.

General retirement planning Retired Founder/Business Owner Executive
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Kristy W

Series 66

Danville, VA

Edward Jones

Kristy Wolfe is a financial advisor with Edward Jones in Danville, VA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is the owner of Wolfe Enterprises, Inc., which operates Oakes Memorials & Signs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert M

Series 63, Series 65

Falls Church, VA

LPL Financial

Robert Mead is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Grove Point Advisors, Onedigital Health and Benefits, and D.L. Mead & Associates, among others. Outside of advising, he is a business owner of Joan+Joe Coffee, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Troy S

Series 63, Series 66

Danville, VA

Edward Jones

Troy Stowe is a financial advisor at Edward Jones in Danville, VA, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Citizens Investor Services, First Citizens Bank, and BB&T. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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