Abigail Kathleen Allen

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19 Years of Experience

Broker

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

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Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

435 advisors

Number of Clients

32,200 clients

Average Client Portfolio

$439K average

Assets Under Management

$14.1B

Fee Structure

Location

7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

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March 2024 - Present · 1 yr 11 mos

&partnersBroker

March 2024 - Present · 1 yr 11 mos

&partners

March 2024 - Present · 1 yr 11 mos

Previous Registrations

Wells Fargo Clearing Services, LLCBroker

June 2022 - March 2024 · 1 yr 9 mos

Wells Fargo Clearing Services, LLC

June 2022 - March 2024 · 1 yr 9 mos

Wells Fargo Advisors Financial Network, LLCBroker

October 2015 - March 2024 · 8 yrs 5 mos

Wells Fargo Advisors Financial Network, LLC

October 2015 - March 2024 · 8 yrs 5 mos

Wells Fargo Advisors, LLC

February 2011 - October 2015 · 4 yrs 8 mos

Wells Fargo Advisors, LLCBroker

February 2011 - October 2015 · 4 yrs 8 mos

Morgan Stanley Smith Barney LLC

November 2009 - February 2011 · 1 yr 3 mos

Morgan Stanley Smith BarneyBroker

June 2009 - February 2011 · 1 yr 8 mos

Morgan Stanley & CO. IncorporatedBroker

July 2007 - June 2009 · 1 yr 11 mos

Nylife Securities INC.Broker

February 2005 - April 2006 · 1 yr 2 mos

State Registrations52 states

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Exams

No exam information available for this advisor.