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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Abbott is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Brian has been in the industry for over 20 years and has worked for several firms, including Raymond James Financial Services, Inc. and Cambridge Investment Research, Inc. Brian has a Series 7, Series 63, and Series 65 license, and has completed the SIE exam. Brian specializes in providing financial planning and investment management services to individuals and families. Brian is committed to providing his clients with personalized attention and a high level of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
11/12/2015 - Present
Cambridge Investment Research Advisors, Inc. (Lawrence KS)
KS
01/22/2010 - 12/31/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (LAWRENCE KS)
KS
06/16/1999 - 01/22/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAWRENCE KS)
IA
Issued 11/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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