Joshua
Abrahamson
Econologics Financial Advisors
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About this Advisor
Joshua Abrahamson is a financial advisor based out of Largo, Florida with a total of 4 years of relevant experience. Abrahamson is currently employed by Econologics Financial Advisors. Abrahamson has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Fedex, Kfc and Econologics Financial Advisors. Abrahamson maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in California, Florida, Louisiana, Nebraska, New Hampshire, Texas and Utah. Econologics Financial Advisors is a registered investment company operating out of Largo, FL. It controls $85 million in assets under management among its 348 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 348 accounts, 58% are held by high-net-worth individuals who have more than $1 million in assets. The business performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically vary depending on which service is offered. However, fees charged by Econologics Financial Advisors most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Econologics Financial Advisors Brokerage Details
$84,809,297
19
348
$243,705
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
Joshua has been registered as a financial advisor for 4 years.*
Econologics Financial Advisors
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Fedex
Kfc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Largo, FL
Largo, FL
Largo, FL
Largo, FL
Largo, FL
Largo, FL
Largo, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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