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Abigail Sue Kuo

Nationwide Investment Advisors, LLC
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Nationwide Investment Advisors, LLC
Compensation
Fee-Only (AUM)
Firm Size
382 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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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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Employment History
Current Registrations
Nationwide Investment Services CorporationBroker
March 2021 - Present · 4 yrs 11 mos
Nationwide Investment Advisors, LLC
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Kestra Investment Services, LLCBroker
April 2019 - March 2021 · 1 yr 11 mos
Kestra Advisory Services, LLC
April 2019 - March 2021 · 1 yr 11 mos
LPL Financial LLCBroker
April 2017 - March 2019 · 1 yr 11 mos
Global Retirement Partners LLC
April 2017 - March 2019 · 1 yr 11 mos
Hsbc Securities (USA) INC.Broker
May 2014 - October 2015 · 1 yr 5 mos
Hsbc Securities (USA) INC.
May 2014 - October 2015 · 1 yr 5 mos
Citigroup Global Markets INC.
March 2013 - April 2014 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
March 2013 - April 2014 · 1 yr 1 mo
Park Avenue Securities LLC
May 2010 - February 2013 · 2 yrs 9 mos
Park Avenue Securities LLCBroker
May 2010 - February 2013 · 2 yrs 9 mos
Wells Fargo Advisors, LLC
March 2009 - November 2009 · 8 mos
Wells Fargo Advisors, LLCBroker
March 2009 - November 2009 · 8 mos
Waddell & Reed, INC.Broker
September 2008 - December 2008 · 3 mos
Citigroup Global Markets INC.Broker
May 2007 - August 2008 · 1 yr 3 mos
Citicorp Investment ServicesBroker
May 2005 - May 2007 · 2 yrs
Mony Securities CorporationBroker
October 2004 - May 2005 · 7 mos
Prudential Financial Planning Services
June 2002 - October 2004 · 2 yrs 4 mos
Pruco Securities, LLC.Broker
October 1999 - October 2004 · 5 yrs
Hornor, Townsend & Kent, INC.Broker
December 1997 - July 1998 · 7 mos
State Registrations3 states
MDOHVA
AdvisorBroker
Exams
No exam information available for this advisor.
Abigail Sue Kuo - Financial Advisor | TrueAdvisor