Joshua
Abrahamson

Econologics Financial Advisors

CRD#6696325
Investment Advisor
in Largo, FL

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About this Advisor

Joshua Abrahamson is a financial advisor based in Largo, Florida, working with Econologics Financial Advisors. Joshua has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Fedex, Kfc, and Econologics Financial Advisors. Joshua has passed the Series 65 regulatory exam and is registered to provide services in California, Florida, Louisiana, Nebraska, New Hampshire, and Utah. Currently, Joshua is part of Econologics Financial Advisors, which operates out of Largo, Florida. The firm has 17 employees and manages assets totaling $114.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Econologics Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2401 West Bay Drive Suite 603
Largo, FL 33770

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Econologics Financial Advisors Brokerage Details

Total Assets Under Management

$114,188,824

FL Average: $1,855,561,029
Total Number of Employees

17

FL Average: 62
Total Number of Accounts

465

FL Average: 2,474
Average Account Size

$245,567

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joshua Abrahamson Work History

2018 - Present (7 years)

Econologics Financial Advisors

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2016 - 2018 (2 years)

Northwestern Mutual Life Insurance Company

2013 - 2018 (5 years)

Fedex

2009 - 2015 (6 years)

Kfc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joshua Abrahamson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Econologics Financial Advisors

Michael Samulski
Largo, FL
Liam Black
Largo, FL
Frank Schiro
Largo, FL
Eric Gersch
Largo, FL
Michael Tancreti
Largo, FL
Joshua Abrahamson
Largo, FL
Eric Miller
Largo, FL
Zachary Abbotoni
Largo, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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