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Abigail Hickey

11 Years of Experience
BrokerSells Insurance

Abigail Hickey is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Concord, NH, with 11 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

24 S State St., Concord, NH, 03301

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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 works as an advisory representative of a registered investment advisor (RIA) and a registered sales assistant. She also works as an independent insurance agent for various independent insurance companies, dedicating a few hours per week to this role.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
April 2021 - Present · 5 yrs
Previous Registrations
LPL Financial LLC
October 2019 - April 2021 · 1 yr 6 mos
LPL Financial LLCBroker
February 2018 - April 2021 · 3 yrs 2 mos
Invest Financial CorporationBroker
January 2018 - February 2018 · 1 mo
John Hancock Funds, LLCBroker
September 2015 - January 2018 · 2 yrs 4 mos
Jackson National Life Distributors LLCBroker
August 2014 - August 2015 · 1 yr
State Registrations13 states
AZFLILMAMEMINHNYPASCTXVTWA
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.