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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
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 |
- CA
- TX
-
Total Assets Under Management368,019MILLIONS
-
Total Number of Accounts1,688,501ACCOUNTS
-
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.