Invested Better
Unclaimed

Unclaimed

Unclaimed

Abigail Waddell

Bmss Wesson Wealth Solutions

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Abigail? Claim Your Profile

About Abigail Waddell

Abigail Waddell is a financial advisor with BMSS Wesson Wealth Solutions. Abigail has been working in the financial services industry since 2015 and is registered with the state of Florida. Abigail specializes in providing financial planning, portfolio management, and educational seminars. Abigail is also a Certified Financial Planner. Abigail is committed to providing her clients with the highest quality of service.

Firm Information

Abigail Waddell is currently registered with Bmss Wesson Wealth Solutions. Bmss Wesson Wealth Solutions is an investment advisor based in Birmingham, AL. The firm provides financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. They manage approximately $493 million in assets for 859 clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
Bmss Wesson Wealth Solutions

3500 COLONNADE PARKWAY

BIRMINGHAM, AL 35243

$493.48M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Abigail Waddell’s Registration & Firm History

FL

07/02/2021 - Present

Bmss Wesson Wealth Solutions (Jacksonville FL)

Not sure if Abigail Waddell is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abigail Waddell.
Not sure if Abigail Waddell is right for you?