Kelsey
Abbott
Financial Advocates Investment Management
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About this Advisor
Kelsey Abbott is a financial advisor based in Rock Springs, Wyoming, working with Financial Advocates Investment Management. Kelsey has previously held positions at Full Circle Wealth Strategies, Waddell & Reed, Sodexo - Western Wyoming Community College, Homemaker, Lpl Financial, LLC, and Financial Advocates Investment Management. Kelsey has passed the Series 66 regulatory exam and is registered to provide services in Wyoming. Currently, Kelsey is part of Financial Advocates Investment Management, which operates out of Rock Springs, Wyoming. The firm has 56 offices and 99 employees. The firm manages assets totaling $3.9 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, portfolio management for institutional clients, and pension consulting services. The fee structure at Financial Advocates Investment Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Advocates Investment Management Brokerage Details
$3,854,677,483
99
19,268
$200,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Kelsey Abbott Work History
Financial Advocates Investment Management
Full Circle Wealth Strategies
Lpl Financial, LLC
Waddell & Reed
Homemaker
Sodexo - Western Wyoming Community College
Disclosures
Please visit the SEC profile of Kelsey 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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