Angela
Killingsworth
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Angela Killingsworth is a financial advisor operating in Birmingham, Alabama with 6 years of industry experience. Killingsworth works at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Northwestern Mutual Investment Services LLC, Rob Perry, Wells Fargo Clearing Services, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Northwestern Mutual Life Insurance Company. Killingsworth holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Alabama and Texas. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory business that has its headquarters in New York, NY. The firm has offices in 136 locations and a total of 1,235 advisors. It has $31 billion in assets under management across its 76,892 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 76,892 accounts, 62% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Angela Killingsworth Work History
Angela has been registered as a financial advisor for 6 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Wells Fargo Clearing Services, LLC
Rob Perry
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angela Killingsworth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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