William Abbott, financial advisor Atlanta GA

William Abbott

CRD Number: 183
Current Firm: Ubs Financial Services Inc.

William Abbott (CRD# 183) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 39 years of experience in the finance industry.

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Acg Wealth Inc.
Company Name Location Dates Years
Ubs Financial Services Inc. Atlanta, GA Aug 2000 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1980
Contact Info for William E. Abbott
Phone Number: 201-352-3000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    496,035
    MILLIONS
  • Total Number of Accounts
    957,738
    ACCOUNTS
  • Average Account Value
    $517,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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