Abigail Morton (CRD# 4788220) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 20 years of experience in the finance industry. Abigail Morton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gather Financial Planning | Falmouth, ME | Jul 2018 - Current | 5 |
| Sagepath Financial Planning, LLC | Bangor, ME | Jun 2013 - Jul 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
- ME
- MA
- NH
- NC
- TX
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts400ACCOUNTS
-
Average Account Value$371,066
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MA, ME, NC, NH, TX
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