Abbie Osterbur, financial advisor Champaign IL
90 score

Abbie Osterbur

CRD Number: 6050350
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Abbie Osterbur (CRD# 6050350) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Champaign, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Champaign, IL Nov 2012 - Current 4
Merrill Lynch, Pierce, Fenner And Smith Incorporated Champaign, IL Mar 2012 - Current 4
Express Employment Professionals Champaign, IL Jul 2008 - Mar 2012 3
Unemployed Na, IL May 2008 - Jul 2008 < 1
Southern Illinois University Carbondale, IL May 2007 - May 2008 1
Southern Illinois University Carbondale, IL Aug 2002 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Abbie R. Osterbur
Phone Number: 800-637-7455
Registered State(s):
  • IL
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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