Daniel Abbott
Daniel Abbott is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
319 Manufacturers Road, Chattanooga, TN, 37405-3239
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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
Daniel is an insurance agent with Firstbank Insurance Inc, selling non-variable insurance products and dedicating a few hours per week. He is also an associate/employee with Firstbank Investment Partners, working about half of his time as a financial advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Morgan Keegan & Company, INC.Broker
Amsouth Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations32 states
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