Thomas AbbottCRD Number: 840425
Current Firm: Equitable Advisors, LLC
Thomas Abbott (CRD# 840425) is an Investment Advisor Representative working at Equitable Advisors, LLC in American Fork, UT and has over 32 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Equitable Advisors, LLC||New York, NY||Jun 2005 - Current||17|
|Axa Advisors, LLC||New York, NY||Jun 2005 - Jun 2020||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1990|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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