TrueAdvisor
TrueAdvisor
AB
AB

Abbey Bissell

Cambridge Investment Research Advisors, INC.
11 Years of Experience
Mt Pleasant, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Abbey Bissell is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Mt Pleasant, MI, with 11 years of industry experience. Abbey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3933 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

524 Mosher Street, Suite 100, Mt Pleasant, MI, 48858

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Abbey is an independent insurance agent for various independent insurance companies since 2017. She is also an advisory representative of a Registered Investment Advisor (RIA), spends minimal time as Operating Manager and Board Member of Britt-ABS LLC, and volunteers as a board member for Isabella County Child Advocacy Center.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
December 2017 - Present · 8 yrs 10 mos
Cambridge Investment Research Advisors, INC.
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Sii Investments, INC.
May 2015 - November 2017 · 2 yrs 6 mos
Sii Investments, INC.Broker
May 2015 - November 2017 · 2 yrs 6 mos
Edward JonesBroker
July 2013 - September 2013 · 2 mos
State Registrations3 states
GAMIOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Mt Pleasant, MI →All financial advisors in Michigan →