David Abbs is a CFP-designated registered investment advisor, based in Saginaw, MI, with 43 years of industry experience.
Location
3772 Fashion Square Boulevard, Saginaw, MI, 48603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an Investment Advisory Representative at CWM, LLC DBA Carson Group Partners and the owner of ABBS Retirement Planning Advisors, spending full-time hours on these activities. He also sells fixed insurance products, including life, health, and annuities, and is involved in several community organizations and real estate ventures.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLC
LPL Financial LLCBroker
U.S. Mutual Securities CORP.Broker
Manequity, INC.Broker
State Registrations13 states
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