William Clark Abbott, CFP

Overview

William Clark Abbott is an insurance agent, a registered representative and an investment adviser representative based in Raleigh, NC, with 9 years in the industry.

Years in the industry

9

States licensed

1

States registered

24

Carrier appointments

1

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 24 states

• Producer
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Sanctuary Securities, Inc.Current firm
• Sanctuary Advisors, LLCCurrent firm

Employment history since 2016

Carriers

1 active carrier appointment

Book and practice

Firm assets under management on file