AdFi
AB

Angela B. Simmons

Investment Adviser Representative at ABS Legacy Partners, LLC

Hickory, NCCRD #4555736Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Angela B. Simmons is an investment adviser representative with ABS Legacy Partners, LLC in Hickory, NC, where they have been registered since 2023. They have worked in the securities industry since 2004 and were previously registered with Everett Harris & Co. They are registered to provide investment advice in North Carolina.

Office

3048 North Center Street
Hickory, NC 28601

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ABS Legacy Partners, LLCCurrent
4/7/2023 – Hickory, NC
Everett Harris & Co
10/29/2002 – 3/3/2021Hickory, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Everett Harris & Co
    Apr 1993 – Apr 2023Los Angeles, CA
  2. ABS Legacy Partners, LLC
    Apr 2023 – no end date reportedHickory, NC
  3. ABS Legacy Partners, LLC
    Dec 2020 – Apr 2023Hickory, NC

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ABS Legacy Partners, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$1,000,000
Estimated blended rate
0.0175

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Asset tracking and reporting, advisor communications, fiduciary support, monitoring and implementation of estate planning, tax filing assistance, bill pay, review of financial holdings, philanthropy management, annual meetings with standard reporting format, and charitable gift support and due diligence.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Wealth ManagementLegacy PlanningPhilanthropy ManagementEstate PlanningAsset TrackingFamily OfficeFiduciary SupportCharitable FoundationsTax Filing AssistanceBill PayPortfolio Management+1 more

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Hickory, NC
SEC file number:
801-127615

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 5, 2026

View full firm profile

Other advisors at ABS Legacy Partners, LLC

1 other advisor in the directory

View ABS Legacy Partners, LLC firm profile

Similar advisors in Hickory, NC

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Angela B. Simmons has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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