Abigail HoldenCRD 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 6 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research Inc.||Fairfield, IA||Dec 2014 - Current||3|
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Dec 2014 - Current||3|
|Das Financial||Olathe, KS||Jun 2014 - Current||3|
|Financial Innovations, LLC||Wichita, KS||Oct 2013 - Current||4|
|Dunning Financial||Wichita, KS||Oct 2013 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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)
- Market timing services
- Educational seminars/workshops
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, WY