AE
AE

Abbey Dawn Eastham

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
527 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

12671 High Bluff Dr, Ste 200, San Diego, CA, 92130

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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 for Realta Investment Advisors, Inc. This role involves providing investment advisory services and takes nearly full-time hours.

Employment History
Current Registrations
Independent Financial Group, LLC
February 2025 - Present · 1 yr
Independent Financial Group, LLCBroker
February 2025 - Present · 1 yr
Previous Registrations
Realta Investment Advisors, INC
October 2024 - February 2025 · 4 mos
Realta Equities, INC.Broker
October 2024 - February 2025 · 4 mos
Cetera Investment Advisers LLC
February 2023 - October 2024 · 1 yr 8 mos
Cetera Advisors LLC
February 2023 - February 2023 · 0 mos
Cetera Investment Advisers LLC
November 2020 - February 2023 · 2 yrs 3 mos
Cetera Investment Services LLCBroker
November 2018 - October 2024 · 5 yrs 11 mos
Cetera Advisor Networks LLCBroker
November 2018 - October 2024 · 5 yrs 11 mos
Cetera Advisors LLCBroker
November 2018 - October 2024 · 5 yrs 11 mos
Cetera Financial Specialists LLCBroker
November 2018 - October 2024 · 5 yrs 11 mos
Summit Brokerage Services, INC.Broker
November 2018 - December 2019 · 1 yr 1 mo
Legend Equities CorporationBroker
September 2015 - December 2016 · 1 yr 3 mos
Cetera Advisor Networks LLCBroker
July 2015 - October 2017 · 2 yrs 3 mos
Cetera Advisors LLCBroker
July 2015 - October 2017 · 2 yrs 3 mos
Cetera Financial Specialists LLCBroker
July 2015 - October 2017 · 2 yrs 3 mos
Girard Securities, INC.Broker
July 2015 - October 2017 · 2 yrs 3 mos
Cetera Investment Services LLCBroker
July 2015 - October 2017 · 2 yrs 3 mos
Summit Brokerage Services, INC.Broker
July 2015 - October 2017 · 2 yrs 3 mos
Vsr Financial Services, INC.Broker
July 2015 - November 2016 · 1 yr 4 mos
Investors Capital CORP.Broker
July 2015 - November 2016 · 1 yr 4 mos
First Allied Advisory Services, INC.
January 2014 - November 2020 · 6 yrs 10 mos
First Allied Securities, INC.Broker
January 2014 - September 2022 · 8 yrs 8 mos
LPL Financial LLC
May 2013 - January 2014 · 8 mos
LPL Financial LLCBroker
February 2013 - January 2014 · 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Abbey Dawn Eastham - Financial Advisor | TrueAdvisor