AV
AV

Abby Vicencio

16 Years of Experience
Broker

Abby Vicencio is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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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

Abby co-owns Positive Outlook Holdings LLC, dedicating full-time hours to Finet Practice. She also co-owns AAMVIC Holdings LLC, AAMVIC Holdings II LLC, and rental property, each requiring minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
October 2022 - Present · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2009 - October 2022 · 13 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
April 2009 - October 2022 · 13 yrs 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Abby Vicencio - Financial Advisor | TrueAdvisor