David AbbottCRD Number: 6445258
Current Firm: Fidelity Personal And Workplace Advisors
David Abbott (CRD# 6445258) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Virginia Beach, VA and has over 7 years of experience in the finance industry.
Martello Investments, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
|Fidelity Brokerage Services||Virginia Beach, VA||Nov 2019 - Current||3|
|Charles Schwab & Company, Inc.||Virginia Bech, VA||Jan 2016 - Nov 2019||3|
|Charles Schwab Bank||Virginia Beach, VA||Jan 2015 - Jan 2016||1|
|Virginia Beach City Public Schools||Virginia Beach, VA||Jul 2006 - Oct 2014||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2015|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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