Brian AbbottCRD Number: 3222569
Current Firm: Cambridge Investment Research Advisors, Inc.
Brian Abbott (CRD# 3222569) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lawrence, KS and has over 23 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Securities America Advisors, Inc.
Professional Asset Management, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2010 - Current||13|
|Aaps Storage||Lawrence, KS||May 1999 - Current||23|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2010 - Dec 2019||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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)
- Market timing services
- 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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