Abigail Wheeler
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Empower Advisory Group, LLCSep 2026 to now
- Empower Financial Services, IncSep 2026 to now
- LPL Financial LLCMay 2025 to Sep 2026
- Ally Invest AdvisorsJan 2024 to May 2025
- Ally Invest Securities LLCJan 2024 to May 2025
- Alight Financial AdvisorOct 2023 to Dec 2023
- Jack's on the WaterfrontOct 2023 to Dec 2023
- UnemployedJun 2023 to Oct 2023
- Fidelity InvestmentsMay 2022 to Jun 2023
- BF Epicentre LLCSep 2018 to Nov 2018
- TIAAJul 2018 to Apr 2022
- TIAA-CREF Individual & Institutional Services, LLCJul 2018 to Oct 2021
- Wells Fargo Clearing Services, LLCJun 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
Empower Advisory Group, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6673717
- 112058