Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abbey? Claim Your ProfileAbbey Dawn Eastham is a financial advisor registered with Realta Investment Advisors, Inc. in San Diego, CA. Abbey Dawn Eastham has been in the industry since February 25, 2013. Abbey Dawn Eastham has previously worked for several firms including First Allied Securities, Inc., Summit Brokerage Services, Inc., Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Girard Securities, Inc., and LPL Financial LLC. Abbey Dawn Eastham holds a Series 66 license and a Series 7 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/14/2024 - Present
Realta Investment Advisors, Inc. (SAN DIEGO CA)
CA
01/03/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
11/01/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
07/20/2015 - 10/23/2017
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
07/20/2015 - 10/23/2017
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
07/20/2015 - 10/23/2017
CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)
CA
07/20/2015 - 10/23/2017
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
07/20/2015 - 10/23/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
07/20/2015 - 10/23/2017
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
FL
09/10/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MA
07/20/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
CA
07/20/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (San Diego CA)
CA
02/26/2013 - 01/17/2014
LPL FINANCIAL LLC (LA MESA CA)
BOTH
Issued 05/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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