Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3845 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningDivorce PlanningSpecial Needs PlanningInvestment Management
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Advisor Information

Office location

24 S State St., Concord, NH, 03301

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Abigail works as an advisory representative of a registered investment advisor (RIA) and a registered sales assistant. She also works as an independent insurance agent for various independent insurance companies, dedicating a few hours per week to this role.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2021 - Present · 4 yrs 9 mos
Cambridge Investment Research, INC.Broker
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
LPL Financial LLC
October 2019 - April 2021 · 1 yr 6 mos
LPL Financial LLC Broker
February 2018 - April 2021 · 3 yrs 2 mos
Invest Financial CorporationBroker
January 2018 - February 2018 · 1 mo
John Hancock Funds, LLCBroker
September 2015 - January 2018 · 2 yrs 4 mos
Jackson National Life Distributors LLCBroker
August 2014 - August 2015 · 1 yr
State Registrations13 states
AZFLILMAMEMINHNYPASCTXVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.