Edward AbbeyCRD Number: 809243
Current Firm: Stifel, Nicolaus & Company, Incorporated
Edward Abbey (CRD# 809243) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 37 years of experience in the finance industry.
Sagepoint Financial, Inc.
Esi Financial Advisors
Ameriprise Financial Services, LLC
|Stifel Nicolaus & Co Inc.||Lima, OH||Aug 2019 - Current||1|
|Wells Fargo Clearing Services, LLC||Findlay, OH||Nov 2016 - Aug 2019||2|
|Wells Fargo Advisors LLC||Findlay, OH||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management117,820MILLIONS
Total Number of Accounts279,563ACCOUNTS
Average Account Value$421,444
- 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 pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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