Allan
Abrams
Lpl Financial LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$404,176,194,148
28,744
1,517,995
$266,257
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Answer a few questions to get a personalized match.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.
Lpl Financial LLC
Cetera Advisor Networks LLC
Reliastar
Voya Financial Advisors
Ing Financial Partners
Ing-Reliastar
University Of San Francisco
Abrams Insurance & Investments
Golden State Communications/Friendship L
Telecommunications Consulting
Disclosures
Allan Abrams has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Idaho Falls, ID
New City, NY
Atascadero, CA
El Paso, TX
Bernalillo, NM
Sedona, AZ
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.
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