Paul
Abbott
Equity Services, Inc
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About this Advisor
Paul Abbott is a financial advisor based in Boca Raton, Florida, working with Equity Services, Inc. Paul has previously held positions at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Global Trust Asset Management, LLC, The Prudential Insurance Company Of America, Pruco Securities, LLC, Massmutual Life Insurance Co, Mml Investors Services, Equity Services, Inc, and National Life Group. Paul has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Paul is part of Equity Services, Inc, which operates out of Boca Raton, Florida. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Paul Abbott Work History
Equity Services, Inc
National Life Group
Massmutual Life Insurance Co
Mml Investors Services
The Prudential Insurance Company Of America
Pruco Securities, LLC
Global Trust Asset Management, LLC
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Paul Abbott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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