Kailie Abascal, financial advisor Vancouver WA

Kailie Abascal

CRD Number: 6758430
Current Firm: Middleton & Company

Kailie Abascal (CRD# 6758430) is an Investment Advisor Representative working at Middleton & Company in Vancouver, WA and has 1 year of experience in the finance industry. Kailie Abascal 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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Professional Designations
Company Name Location Dates Years
Middleton & Company Vancouver, WA Jan 2018 - Current 6
Apcm Wealth Management For Individuals Anchorage, AK Jan 2016 - Dec 2017 1
Alaska Trust Company Anchorage, AK Oct 2014 - Jan 2016 1
Limoges Investment Management Vancouver, WA Feb 2014 - Oct 2014 < 1

Kailie Abascal has no recent exams reported.
Contact Info for Kailie M. Abascal
Phone Number: (360) 524-3517
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    88
    MILLIONS
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $226,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

OR, TX, WA

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