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Abbigale Mccullough

4 Years of Experience
Birmingham, AL
Broker

Abbigale Mccullough is a registered investment advisor at First Trust Advisors LP, based in Birmingham, AL, with 4 years of industry experience. Abbigale is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 5,731 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
604 advisors
Number of Clients
5,731 clients
Average Client Portfolio
$54.0M average
Assets Under Management
$309.2B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by strategy, ranging from 0.00% to 1.00% annually depending on the specific separately managed account strategy chosen.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Birmingham, AL

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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 Activities

Abbigale works as an actress and model for Landrum Arts LA/Tribe Talent Management, dedicating about 10-20% of her time to acting in TV shows, commercials, and movies, as well as modeling in print ads. She spends a few hours per week on securities trading.

Employment History
Current Registrations
First Trust Advisors LP
August 2024 - Present · 2 yrs 2 mos
First Trust Portfolios L.P.
March 2023 - Present · 3 yrs 7 mos
First Trust Portfolios L.P.Broker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Jackson National Life Distributors LLCBroker
October 2021 - March 2023 · 1 yr 5 mos
State Registrations3 states
ALILTN
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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