Peter AbbateCRD 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|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|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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