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Tabitha Ann Garreffa

Investment adviser representative at Abg Consultants
27 yearsExperience
1 stateRegistered in
$697.4MFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

27 years in the industry.

  1. Abg ConsultantsNov 2021 to now
  2. Private Client ServicesJul 2018 to Oct 2021
  3. LPL Financial, LLCMay 2017 to Jun 2018
  4. Fluent Financial, LLCApr 2017 to Oct 2021
  5. First Command Advisory ServicesDec 2015 to Apr 2017
  6. First Command Financial Planning, Inc.Oct 2013 to Apr 2017
  7. First Command Insurance Services, Inc.Oct 2013 to Apr 2017
  8. Onsite HealthNov 2008 to Oct 2021
  9. US ArmyMar 1999 to Oct 2021

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (TX).

Abg Consultants

Legal name: Abg Consultants, LLC

$697.4MAssets managed
1,885Clients
7Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6156643
Firm CRD
131129
Advisor's SEC record (opens in a new tab)
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