AM
CFP
AM
CFP

Abigail Randall Mccloskey

6 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$760.1M

Fee Structure

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Location

2751 Centerville Road, Suite 110, Wilmington, DE, 19808

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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.

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Other Business ActivitiesSells Insurance

Abigail is an independent insurance agent.

Employment History
Current Registrations
Affinity Wealth Management LLC
March 2019 - Present · 6 yrs 11 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.