Brian Abbott (CRD# 7587855) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Basking Ridge, NJ | Oct 2022 - Current | 1 |
| Pruco Securities LLC | Basking Ridge, NJ | Jun 2022 - Current | 1 |
| Doordash | San Francisco, CA | Mar 2021 - Current | 3 |
| United Parcel Service (ups) | Bound Brook, NJ | Nov 2020 - Mar 2021 | < 1 |
| Unemployed | Bridgewater, NJ | Mar 2020 - Nov 2020 | < 1 |
| Wells Fargo | Bridgewater, NJ | Dec 2018 - Mar 2020 | 1 |
| Unemployed | Bridgewater, NJ | Oct 2017 - Dec 2018 | 1 |
| Sterling Hallmark | Stirling, NJ | Nov 2012 - Oct 2017 | 4 |
| St Joseph's High School | Metuchen, NJ | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- NJ
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- 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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