Allan Abrams, financial advisor Foster City CA

Allan Abrams

CRD Number: 1788077
Current Firm: Lpl Financial LLC

Allan Abrams (CRD# 1788077) is an Investment Advisor Representative working at Lpl Financial LLC in Foster City, CA and has over 24 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Lpl Financial LLC Foster City, CA Jan 2022 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Jan 2022 < 1
Reliastar Minneapolis, MN Sep 2014 - Jan 2022 7
Abrams Insurance & Investments Foster City, CA Jan 1987 - Jan 2022 35
Voya Financial Advisors Foster City, CA Sep 2014 - Jun 2021 6
Golden State Communications/friendship L Foster City, CA Oct 1986 - Jan 2015 28
Telecommunications Consulting Foster City, CA Jun 1986 - Jan 2015 28
Ing Financial Partners Foster City, CA Jan 2004 - Sep 2014 10
Ing-reliastar Minneapolis, MN Apr 1989 - Sep 2014 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Allan I. Abrams
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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