Abigail C. Gunderson
Professional summary
Abigail Cheng Gunderson, CFP®, who also goes by Abby Gunderson, Abigail Gunderson, is a registered financial advisor currently at TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. located in Houston, Texas.
Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Abigail has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Abigail Cheng Gunderson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
January 13, 2014 - Present
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
Office #1: 1400 Post Oak Blvd Suite 800, Houston, TX 77056November 7, 2011 - April 26, 2013
LINSCOMB WEALTH, INC.
February 25, 2008 - October 12, 2011
PNC MANAGED ACCOUNT SOLUTIONS, INC.
July 3, 2007 - July 26, 2007
FSC SECURITIES CORPORATION
April 18, 2007 - October 12, 2011
FSC SECURITIES CORPORATION
December 9, 2003 - December 31, 2005
TEXAN CAPITAL GROUP, INC.
June 2, 2003 - October 8, 2003
EQUITABLE ADVISORS, LLC
May 19, 2003 - October 8, 2003
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
CRD#: 107639 / SEC#: 801-38245
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/13/2014)
Exams
Current Firm
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
CRD#: 107639 / SEC#: 801-38245
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,294 |
| AUM (Assets Under Management) | $ 1,430,951,690 |
Red Flags
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