Steven AbbeyCRD Number: 2855141
Current Firm: Spc
Steven Abbey (CRD# 2855141) is an Investment Advisor Representative working at Spc in Dallas, TX and has over 25 years of experience in the finance industry. Steven Abbey 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Sigma Financial Corporation||Ann Arbor, MI||Feb 2015 - Current||8|
|Sigma Planning Corporation||Ann Arbor, MI||Feb 2015 - Current||8|
|Compass Bank||Dallas, TX||Apr 2014 - Jan 2015||< 1|
|Bbva Securities Inc.||Dallas, TX||Apr 2014 - Jan 2015||< 1|
|Bbva Wealth Solutions Inc.||Dallas, TX||Apr 2014 - Jan 2015||< 1|
|Unemployed||Dallas, TX||Mar 2014 - Apr 2014||< 1|
|Massmutual||Dallas, TX||Oct 2013 - Mar 2014||< 1|
|Unemployed||Dallas, TX||Apr 2013 - Oct 2013||< 1|
|Usaa Financial Planning Services||Addison, TX||Apr 2011 - Apr 2013||2|
|Usaa Financial Advisors, Inc.||Addison, TX||Apr 2011 - Apr 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1997|
|S65||NASAA Investment Advisors Law Examination||Apr 1997|
Total Assets Under Management6,859MILLIONS
Total Number of Accounts36,841ACCOUNTS
Average Account Value$186,188
- 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, MA, 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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