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.
CRD# 6533806
Harbour Investments, Inc.
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- WA
-
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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