Michael AbbottCRD Number: 1010118
Current Firm: Wells Fargo Advisors, LLC
Michael Abbott (CRD# 1010118) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Peoria, AZ and has over 35 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Wells Fargo Advisors LLC||Sewickely, PA||Mar 2011 - Current||6|
|Bank Of America, Na||Cranberry Township, PA||Dec 2009 - Mar 2011||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Warren, PA||Mar 2006 - Mar 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1981|
|S65||NASAA Investment Advisors Law Examination||May 1994|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- 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)
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