John Abbott is a registered investment advisor at Pacer Advisors, INC., based in Boca Raton, FL, with 4 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 71 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
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Location
Boca Raton, FL
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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 →Employment History
Current Registrations
Pacer Advisors, INC.
November 2023 - Present · 2 yrs 11 mos
Pacer Financial, INC.
November 2023 - Present · 2 yrs 11 mos
Pacer Financial, INC.Broker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
LPL Financial LLC
January 2022 - August 2023 · 1 yr 7 mos
LPL Financial LLCBroker
January 2022 - August 2023 · 1 yr 7 mos
Ameriprise Financial Services, LLC
October 2021 - December 2021 · 2 mos
Ameriprise Financial Services, LLCBroker
May 2021 - December 2021 · 7 mos
State Registrations2 states
FLPA
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.
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