Abigail BennettCRD Number: 5936885
Current Firm: Carolinas Investment Consulting LLC
Abigail Bennett (CRD# 5936885) is an Investment Advisor Representative working at Carolinas Investment Consulting LLC in Charlotte, NC and has over 2 years of experience in the finance industry. Abigail Bennett 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Carolinas Investment Consulting, LLC||Charlotte, NC||Sep 2015 - Current||2|
|Wildtree Herbs, Inc.||Warwick, RI||May 2015 - Current||2|
|Highline Wealth Management, LLC||Rockville, MD||Feb 2013 - Jul 2015||2|
|Buckle||Fredericksburg, VA||Nov 2013 - Aug 2014||< 1|
|Logan's Roadhouse||Fredericksburg, VA||Apr 2008 - Nov 2013||5|
|Virginia Tech||Blacksburg, VA||Aug 2009 - Dec 2012||3|
|West End Market||Blacksburg, VA||Apr 2010 - Oct 2012||2|
|Stafford Senior Highschool||Fredericksburg, VA||Sep 2005 - Jun 2009||3|
|American Eagle||Fredericksburg, VA||Oct 2007 - Apr 2008||< 1|
|Outback Steakhouse||Fredericksburg, VA||Apr 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management1,063MILLIONS
Total Number of Accounts1,325ACCOUNTS
Average Account Value$802,283
- 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)
CA, CO, FL, GA, MA, MI, NC, NH, NJ, SC, TN, TX, VA
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