Bryan AbbottCRD Number: 2511275
Current Firm: S.b. Value Partners, LP
Bryan Abbott (CRD# 2511275) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 27 years of experience in the finance industry.
Boynton Financial LLC
Lpl Financial LLC
|Driver Management Company||San Antonio, TX||Dec 2022 - Current||< 1|
|Sb Value Partners, LP||San Antonio, TX||Jul 2017 - Current||5|
|Broadway Brokerage Services, Inc.||San Antonio, TX||Nov 2005 - Jun 2017||11|
|Investment Professionals, Inc.||San Antonio, TX||Jun 1997 - Jun 2017||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
Total Assets Under Management3,873MILLIONS
Total Number of Accounts114ACCOUNTS
Average Account Value$33,977,119
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
CO, IN, LA, MT, OR, PA, TX
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