AL
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Abbey Elizabeth Ledoux

16 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1370 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K
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Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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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

Abbey works as an Investment Advisor Representative (IAR) for Kestra Advisory Services and as an Operations Manager for Wealth Empowerment Financial Strategies. Both roles are investment-related and take up full-time hours.

Employment History
Current Registrations
Kestra Advisory Services, LLC
October 2024 - Present · 1 yr 4 mos
Kestra Investment Services, LLCBroker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
B. Riley Wealth ManagementBroker
July 2022 - October 2024 · 2 yrs 3 mos
B. Riley Wealth Advisors, INC.
April 2017 - October 2024 · 7 yrs 6 mos
National Securities CorporationBroker
January 2009 - July 2022 · 13 yrs 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.