Tabitha
Garreffa
Abg Consultants
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About this Advisor
Tabitha Garreffa is a financial advisor based in Arlington, Texas, working with Abg Consultants. Tabitha has previously held positions at Onsite Health, Us Army, First Command Financial Planning, Inc, First Command Insurance Services, Inc, First Command Advisory Services, Lpl Financial, LLC, Fluent Financial, LLC, Private Client Services, and Abg Consultants. Tabitha has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Tabitha is part of Abg Consultants, which operates out of Arlington, Texas. The firm has 3 offices and 4 employees. The firm manages assets totaling $511.9 million and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Abg Consultants includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Abg Consultants Brokerage Details
$511,855,158
4
1,984
$257,992
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Tabitha Garreffa Work History
Abg Consultants
Private Client Services
Lpl Financial, LLC
Fluent Financial, LLC
First Command Advisory Services
First Command Financial Planning, Inc
First Command Insurance Services, Inc
Onsite Health
Us Army
Disclosures
Please visit the SEC profile of Tabitha Garreffa 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 Abg Consultants
Midvale, UT
Arlington, TX
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