Abigail Holden, financial advisor Wichita KS
90 score

Abigail Holden

CRD Number: 5393455
Current Firm: Cambridge Investment Research Advisors, Inc.

Abigail Holden (CRD# 5393455) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wichita, KS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Dec 2014 - Current 2
Cambridge Investment Research Advisors Inc. Fairfield, IA Dec 2014 - Current 2
Das Financial Olathe, KS Jun 2014 - Current 2
Financial Innovations, LLC Wichita, KS Oct 2013 - Current 3
Dunning Financial Wichita, KS Oct 2013 - Current 3
United Planners' Financial Services Scottsdale, AZ Oct 2013 - Dec 2014 1
Jr. Boy's Custom Trim & Design LLC Derby, KS May 2009 - Oct 2014 5
Woodbury Financial Services El Dorado, KS Oct 2011 - Jun 2013 1
Fullinwider Financial Group El Dorado, KS Jan 2010 - Jun 2013 3
Prosperity Financial Group Wichita, KS Jul 2007 - Dec 2009 2
Palomino Grill Andover, KS Feb 2007 - Jul 2007 < 1
Fashion Bug Derby, KS Sep 2006 - Feb 2007 < 1
Star Bucks Wichita, KS Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Abigail K. Holden
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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)
  • Market timing services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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