Michael Abbott, financial advisor Lone Tree CO

Michael Abbott

CRD Number: 2265858
Current Firm: Schwab Private Client Investment Advisory, Inc.

Michael Abbott (CRD# 2265858) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 26 years of experience in the finance industry. Michael Abbott 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.

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Margin
Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Jan 2017 - Current 3
Schwab Private Client Investment Advisory Lone Tree, CO Jan 2017 - Current 3
The Leaders Group Inc. Littleton, CO Mar 2014 - Jan 2017 2
Tpg Financial Franklin, TN Jan 2014 - Jan 2017 3
Lincoln Financial Distributors Inc. Radnor, PA Apr 2012 - Jan 2014 1
Ubs Financial Services Inc. Littleton, CO Jul 1992 - Apr 2012 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Michael R. Abbott
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    91,149
    MILLIONS
  • Total Number of Accounts
    182,872
    ACCOUNTS
  • Average Account Value
    $498,433
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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