Daniel Abbott, financial advisor Chattanooga TN

Daniel Abbott

CRD Number: 4760390
Current Firm: Raymond James Financial Services Advisors, Inc.

Daniel Abbott (CRD# 4760390) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chattanooga, TN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Firstbank Chattanooga, TN Jan 2021 - Current 3
Raymond James Financial Services, Inc. Chattanooga, TN Jan 2021 - Current 3
Fb Wealth Partners Chattanooga, TN Jan 2021 - Current 3
Firstbank Insurance Chattanooga, TN Jan 2021 - Current 3
Raymond James Financial Services Advisors, Inc. Chattanooga, TN Jan 2021 - Current 3
Lpl Financial LLC Dayton, TN Feb 2018 - Jan 2021 2
Invest Financial Corporation Tampa, FL Mar 2007 - Feb 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Daniel T. Abbott
Phone Number: 727-567-3020
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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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