Abigail Atkins (CRD# 6704170) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Billings, MT and has 1 year 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 |
|---|---|---|---|
| Stifel Nicolaus & Co Inc. | Billings, MT | Sep 2021 - Current | 2 |
| D.a. Davidson & Company | Billings, MT | Jun 2018 - Sep 2021 | 3 |
| Resource Financial Planning, Inc. | Portland, OR | Sep 2016 - Jun 2018 | 1 |
| Montana State University Office Of Financial Aid | Bozeman, MT | May 2016 - Aug 2016 | < 1 |
| Community Food Co-op | Bozeman, MT | Jun 2014 - May 2016 | 1 |
| Full Time Education | Bozeman, MT | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- MT
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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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