Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 5623606
Citizens Securities, Inc.
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Simsbury, CT | Jul 2017 - Current | 6 |
| Tiaa | Simsbury, CT | Jul 2017 - Current | 6 |
| Voya Financial Advisors, Inc. | Windsor, CT | Jan 2011 - Jun 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- CT
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Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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