Abigail R. Mccloskey
Professional summary
Abigail Randall Mccloskey, CFP®, CLU®, who also goes by Abby Randall, Abigail Eaton Randall, is a registered financial advisor currently at AFFINITY WEALTH MANAGEMENT LLC located in Wilmington, Delaware.
Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Abigail has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Abigail Randall Mccloskey's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
March 6, 2019 - Present
AFFINITY WEALTH MANAGEMENT LLC
Office #1: 2751 Centerville Road Suite 110, Wilmington, DE 19808April 30, 2012 - October 31, 2013
STATE FARM VP MANAGEMENT CORP.
Primary Firm SEC Registration
AFFINITY WEALTH MANAGEMENT LLC
CRD#: 290735 / SEC#: 801-112231
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/6/2019)
Exams
Current Firm
AFFINITY WEALTH MANAGEMENT LLC
CRD#: 290735 / SEC#: 801-112231
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,895 |
| AUM (Assets Under Management) | $ 760,080,858 |
Red Flags
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Company Information
AFFINITY WEALTH MANAGEMENT LLC
CRD#: 290735Wilmington, DE 19808TRUST BUT VERIFY
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