Steven
Abbey
Spc
Answer a few questions and
get matched with an advisor.
About this Advisor
Steven Abbey is a certified financial planner operating out of Dallas, Texas who has 8 years of relevant experience. Abbey is on the advisory team at Spc. Their career trajectory has included roles at Compass Bank, Bbva Securities Inc, Massmutual, Bbva Wealth Solutions Inc, Sigma Financial Corporation and Sigma Planning Corporation. Abbey holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Spc is a financial advisory company that has its headquarters in Ann Arbor, MI. It has offices in 426 locations and a total of 610 employees. It oversees $6 billion in assets under management among its 34,594 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 34,594 customer accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in investable assets. Spc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on the type of services offered. However, fees billed by Spc most likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Steven Abbey Work History
Steven has been registered as a financial advisor for 8 years.*
Sigma Financial Corporation
Sigma Planning Corporation
Compass Bank
Bbva Securities Inc
Bbva Wealth Solutions Inc
Massmutual
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Abbey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spc
Novi, MI
Fort Wayne, IN
Ann Arbor, MI
Melbourne, FL
Englewood, CO
Ann Arbor, MI
Troy, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
