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About this Advisor
Steven Abbey is a certified financial planner operating out of Dallas, Texas, who has been in the industry for 11 years. Abbey is an advisor for Spc. Over the course of their career, they have held roles at Compass Bank, Usaa Financial Planning Services, Usaa Financial Advisors, Inc, Bbva Securities Inc, Massmutual, Ameriprise Financial Services, Riverstone Wealth Management, Bbva Wealth Solutions Inc, Sigma Financial Corporation and Sigma Planning Corporation. Abbey maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Texas. Spc is a registered investment firm headquartered in Dallas, Texas. It has offices in 363 locations and a total of 714 financial advisors. It controls $3 billion in assets between its 21,505 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 21,505 customer accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets available to invest. Spc offers a diverse range 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. A financial advisor's fees typically vary depending on which services the firm provides the client. Fees billed by Spc may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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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
Steven Abbey Work History
Steven has 11 years of experience.
Sigma Financial Corporation
Sigma Planning Corporation
Bbva Securities Inc
Bbva Wealth Solutions Inc
Usaa Financial Planning Services
Usaa Financial Advisors, Inc
Ameriprise Financial Services
Riverstone Wealth Management
Steven Abbey has no disclosures.
Please visit their SEC profile for more details.