David Abbs (CRD# 1031068) is an Investment Advisor Representative working at Cwm, LLC in Saginaw, MI and has over 41 years of experience in the finance industry. David Abbs 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# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
CRD# 6703482
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kfa Partners, LLC | Saginaw, MI | Mar 2024 - Current | < 1 |
| Cwm, LLC | Omaha, NE | Jun 2018 - Current | 5 |
| Cetera Advisor Networks | El Segundo, CA | Jun 2018 - Current | 5 |
| Lpl Financial, LLC | Saginaw, MI | Apr 1985 - Jun 2018 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1982 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- IL
- MI
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
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