Francis Abbey
Francis Abbey is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Austin, TX, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Austin, TX
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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
Francis is a self-employed independent insurance agent, providing insurance sales and services. This takes about half of his time and occurs during trading hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
W&s Brokerage Services, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Advantage Investment Strategies, INC.Broker
Intersecurities, INC.Broker
Cp Capital SecuritiesBroker
Sovereign-American Securities, INC.Broker
Kovack Securities INC.Broker
Weiss Funds, INC.Broker
Fortis Investors, INC.Broker
Securities Service Network, INC.Broker
Barnett Investments, INC.Broker
Investment Services Capital CORP.Broker
Waddell & Reed, INC.Broker
Buttonwood Securities, INC.Broker
Mutual Service CorporationBroker
Raymond James & Associates, INC.Broker
Fn Investment CenterBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Integrated Resources Equity CorporationBroker
Sun Investment Services CompanyBroker
Integrated Resources Equity CorporationBroker
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.