Abigail McCloskey (CRD# 6047926) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 12 years of experience in the finance industry. Abigail McCloskey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affinity Wealth Management LLC | Wilmington, DE | Jan 2018 - Current | 6 |
| Abby Randall Insurance Agency | Newark, DE | Nov 2012 - Current | 11 |
| Pike Creek Financial Group | Wilmington, DE | Mar 2015 - Jan 2018 | 2 |
| Entirety Insurance, LLC | Newark, DE | Nov 2013 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- DE
-
Total Assets Under Management700MILLIONS
-
Total Number of Accounts2,072ACCOUNTS
-
Average Account Value$337,643
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TN, TX, VA
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