Abigail Valentine
Abigail Valentine is a CFP-designated registered investment advisor at Advisor Resource Council, based in The Colony, TX, with 11 years of industry experience. Abigail is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.
Fee Estimator
Location
The Colony, TX
Get directionsHistory
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 Activities
Abigail is a landlord/owner of T and F Capital LLC since January 2024. This requires a few hours per week and does not occur during trading hours.
Employment History
Current Registrations
LPL Financial LLC
Advisor Resource Council
LPL Financial LLCBroker
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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
More Advisors
- Paul Ruedi, CFPRuedi Wealth Management, INC.
- Steven Bloch, CFPBloch Private Wealth, LLC
- Robyn Holtz, ChFCState Farm Investment Management CORP.
- Niels Buksik, CFPAnchory, LLC
- Catherine Schultz, CFPStrategic Advisers LLC