Abigail Allsup, financial advisor Spokane WA

Abigail Allsup

CRD Number: 6521090
Current Firm: Ubs Financial Services Inc.

Abigail Allsup (CRD# 6521090) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Spokane, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Spokane, WA Jul 2015 - Current 8
Umpqua Bank Spokane, WA Oct 2014 - Jul 2015 < 1
Extreme Industrial Coatings Airway Heights, WA Mar 2010 - Jul 2015 5
Hastings Entertainment Spokane, WA Aug 2013 - Jan 2015 1
Latah Bistro Spokane, WA Aug 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Abigail A. Allsup
Phone Number: 201-352-3000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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