Abigail Wilson
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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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
11 years in the industry.
- Ameriprise Financial Services, LLCDec 2024 to now
- UnemployedOct 2024 to Nov 2024
- Independent Advisor AllianceMay 2024 to Oct 2024
- LPL Financial, LLCMay 2024 to Oct 2024
- Ameriprise Financial Services, LLCJun 2020 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Jun 2020
- UnemployedMay 2017 to Jun 2017
- Liberty University Academic Affairs for AthleticsAug 2015 to May 2017
- Liberty UniversityJun 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (SC, TX, VA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6817078
- Firm CRD
- 6363