Allan
Abrams

Lpl Financial LLC

CRD#1788077
Investment Advisor
in Foster City, CA

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About this Advisor

Allan Abrams is a financial advisor operating out of Foster City, California, who has been in the advisory business for 36 years. Abrams is currently employed by Lpl Financial LLC. Over the course of their career, Abrams has held roles at Golden State Communications/Friendship L, Abrams Insurance & Investments, University Of San Francisco, Ing-Reliastar, Telecommunications Consulting, Ing Financial Partners, Reliastar, Voya Financial Advisors, Cetera Advisor Networks LLC and Lpl Financial LLC. Abrams holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Lpl Financial LLC is an advisory business headquartered in Foster City, California. It has offices in 9,898 locations and a total of 28,744 financial advisors. It handles $404 billion in total assets between its 1,517,995 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 3,162 charitable organizations. Of its 1,517,995 accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules depend on the type of services offered. Fees billed by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

36 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Foster City, CA

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

CA Average: $646,059,043
Total Number of Employees

28,744

CA Average: 13
Total Number of Accounts

1,517,995

CA Average: 661
Average Account Size

$266,257

CA Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Allan Abrams Work History

Allan has 36 years of experience.

2022 - Present (1 year)

Lpl Financial LLC

2021 - 2022 (1 year)

Cetera Advisor Networks LLC

2014 - 2022 (8 years)

Reliastar

2014 - 2021 (7 years)

Voya Financial Advisors

2004 - 2014 (10 years)

Ing Financial Partners

1989 - 2014 (25 years)

Ing-Reliastar

1988 - 2013 (25 years)

University Of San Francisco

1987 - 2022 (35 years)

Abrams Insurance & Investments

1986 - 2015 (29 years)

Golden State Communications/Friendship L

1986 - 2015 (29 years)

Telecommunications Consulting

Disclosures

Allan Abrams has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
William Burton
Idaho Falls, ID
Frank Riolo
New City, NY
Austin Cunningham
Atascadero, CA
Gale Graham
El Paso, TX
Larry Minarsich
Bernalillo, NM
Arthur Bertolina
Sedona, AZ
Jonathon Bult
Draper, UT

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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