AO
AO

Abbie Osterbur

13 Years of Experience
Broker

Abbie Osterbur is a registered investment advisor at Raymond James & Associates, INC., based in Champaign, IL, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1103 West Windsor Road, Champaign, IL, 61821

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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

Abbie is an independent contractor for Juice Plus since November 2023, dedicating minimal time to the business. She signed up to earn a discount on vitamins she takes.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2022 - Present · 3 yrs 7 mos
Raymond James & Associates, INC.
September 2022 - Present · 3 yrs 7 mos
Raymond James & Associates, INC.Broker
September 2022 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - September 2022 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - September 2022 · 10 yrs 4 mos
State Registrations17 states
ARCAFLGAILINKSKYMDMONYOHOKTNUTWAWI
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.
Abbie Osterbur - Financial Advisor | TrueAdvisor