Abigail Schmid (CRD# 7878756) is an Investment Advisor Representative working at Waypoint Financial, LLC in Dublin, PA and has 1 year of experience in the finance industry. Abigail Schmid 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# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Waypoint Financial, LLC | Dublin, PA | Feb 2024 - Current | < 1 |
Waypoint Financial, LLC | Dublin, PA | Jan 2022 - Feb 2024 | 2 |
Penn Medicine | Philadelphia, PA | Mar 2021 - Nov 2021 | < 1 |
Temple University | Philadelphia, PA | Jan 2017 - Mar 2021 | 4 |
Temple University | Philadelphia, PA | May 2014 - Dec 2016 | 2 |
Temple University | Philadelphia, PA | Aug 2013 - Dec 2016 | 3 |
- NJ
- PA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts153ACCOUNTS
-
Average Account Value$162,619
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CT, NJ, PA
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