Peter Abbate, financial advisor Orlando FL
90 score

Peter Abbate

CRD Number: 6127350
Current Firm: Valic Financial Advisors, Inc.

Peter Abbate (CRD# 6127350) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Orlando, FL Apr 2016 - Current 1
Massachusetts Mutual Life Insurance Co Tampa, FL Apr 2015 - Feb 2016 < 1
Mml Investors Services, LLC Tampa, FL Apr 2015 - Dec 2015 < 1
Transamerica Financial Advisors, Inc. Orlando, FL Mar 2013 - Apr 2015 2
Black Belt Group, LLC Estero, FL Aug 2008 - Mar 2013 4
First Command Financial Planning, Inc. Orlando, FL Oct 2012 - Dec 2012 < 1
Student Orlando, FL Aug 2007 - Jul 2008 < 1
Petroleo Ipiranga Porto Alegre, Jul 2004 - Jul 2008 4
Cia Brasileira De Petroleo Ipiranga Porto Alegre, Jul 2004 - Jul 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Peter Abbate
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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