Allen AbbottCRD Number: 2538997
Current Firm: Robinswood Financial
Allen Abbott (CRD# 2538997) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 28 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Robinswood Financial LLC||Kirkland, WA||Nov 2022 - Current||< 1|
|Royal Alliance Associates, Inc.||Bellevue, WA||Nov 2020 - Nov 2022||2|
|Penn Mutual Life Insurance Company||Horsham, PA||May 2019 - Oct 2020||1|
|Hornor, Townsend & Kent, LLC||Horsham, PA||May 2019 - Oct 2020||1|
|Louisiana State University Shreveport||Shreveport, LA||Oct 2017 - Jun 2020||2|
|Lpl Financial||Kirkland, WA||Mar 2018 - May 2019||1|
|Unemployed||Everett, WA||May 2017 - Nov 2017||< 1|
|Southern New Hampshire University||Manchester, NH||Jan 2014 - May 2017||3|
|Providence Regional Medical Center||Everett, WA||Aug 2004 - May 2015||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1994|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management413MILLIONS
Total Number of Accounts984ACCOUNTS
Average Account Value$419,319
- 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
- Pension consulting services
AZ, OR, WA
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