Debra Abbott-Walker (CRD# 5911611) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 12 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | Long Island City, NY | Jul 2022 - Current | 1 |
| Equitable Advisors LLC | New York, NY | Jun 2021 - Jun 2022 | 1 |
| Nylife Securities LLC | Stratford, CT | Mar 2021 - Jun 2021 | < 1 |
| New York Life Insurance Co | Stratford, CT | Dec 2020 - Jun 2021 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2019 - Jan 2021 | 1 |
| Northwestern Mutual Investment Services LLC | West Hartford, CT | Sep 2019 - Jan 2021 | 1 |
| Axa Advisors | Shelton, CT | Jun 2016 - Sep 2019 | 3 |
| Pruco Securities LLC | White Plains, NY | Nov 2011 - Jun 2016 | 4 |
| Prudential | White Plains, NY | Apr 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- NY
-
Total Assets Under Management34,864MILLIONS
-
Total Number of Accounts53,776ACCOUNTS
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Average Account Value$648,319
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
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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