William Abbott, financial advisor Indianapolis IN

William Abbott

CRD Number: 6394717
Current Firm: Sanctuary Advisors, LLC

William Abbott (CRD# 6394717) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 7 years of experience in the finance industry. William Abbott 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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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Sanctuary Wealth Raleigh, NC Mar 2021 - Current 3
Bank Of America, N.a. Raleigh, NC Jan 2017 - Mar 2021 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh, NC Aug 2016 - Mar 2021 4
Davinci Financial Designs Columbia, SC Oct 2014 - May 2016 1
University Of South Carolina Columbia, SC Aug 2012 - May 2016 3
Chi Psi Fraternity Columbia, SC May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for William C. Abbott
Phone Number: 317-975-7729
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    16,220
    MILLIONS
  • Total Number of Accounts
    38,933
    ACCOUNTS
  • Average Account Value
    $416,618
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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