Charles Abbott is a CFP-designated registered investment advisor, based in Addison, TX, with 9 years of industry experience.
Location
15725 Dallas Parkway, Suite 600, Addison, TX, 75001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles works as a consultant for The American College of Financial Services, reviewing student case studies and providing feedback, dedicating minimal time. He also teaches online undergraduate courses in personal finance at Texas Tech University, spending about a quarter of his time.
Employment History
Current Registrations
Aw SecuritiesBroker
Allworth Financial, L.P.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
LPL Financial LLCBroker
LPL Financial LLC
Rosenthal Advisory Services, L.P.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations1 state
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