Tracy
Abraham

Allstate Financial Advisors, LLC

CRD#2244945
Investment Advisor
in Summerville, SC

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About this Advisor

Tracy Abraham is a financial advisor based in Summerville, South Carolina, working with Allstate Financial Advisors, LLC. Tracy has previously held positions at Trale, Pruco Securities, LLC, Prudential Insurance Company Of America, Trale Investments LLC, and Allstate. Tracy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Tracy is part of Allstate Financial Advisors, LLC, which operates out of Summerville, South Carolina. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

9500 Dorchester Rd, Ste 204
Summerville, SC 29485-4302

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

SC Average: $1,978,216,465
Total Number of Employees

350

SC Average: 226
Total Number of Accounts

189

SC Average: 7,467
Average Account Size

$328,756

SC Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Tracy Abraham Work History

2023 - Present (2 years)

Allstate

2003 - Present (22 years)

Trale

2017 - 2023 (6 years)

Pruco Securities, LLC

2017 - 2023 (6 years)

Prudential Insurance Company Of America

2004 - 2017 (13 years)

Trale Investments LLC

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Disclosures

Please visit the SEC profile of Tracy Abraham 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 Allstate Financial Advisors, LLC

Kevin Klipp
Jacksonville, FL
Peter Lopresti
Chester, NY
Jennifer Foust
Pleasanton, CA
Joseph Volpi
Nashville, TN
Suzanne Nitzberg
Roslyn, NY
Matthew Walsh
Lincoln, NE
Travis Work
Omaha, NE
Ryan Paris
Englewood, CO

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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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