Abby Coffee (CRD# 7297144) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 3 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Stockman Wealth Management | Billings, MT | Sep 2020 - Current | 3 |
Coffee Cattle Company | Miles City, MT | Apr 2020 - Aug 2020 | < 1 |
Rocking R Bar | Bozeman, MT | Sep 2019 - Apr 2020 | < 1 |
Montana State University | Bozeman, MT | Aug 2015 - Dec 2019 | 4 |
Billings Senior High School | Billings, MT | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- MT
-
Total Assets Under Management4,779MILLIONS
-
Total Number of Accounts2,303ACCOUNTS
-
Average Account Value$2,075,210
- A percentage of assets under your management
- 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
- Other
AZ, CA, FL, MN, MT, ND, NE, NV, NY, OR, SD, TX, WA, WI, WY
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