Samuel Abraham (CRD# 6029665) is an Investment Advisor Representative working at Qualified Planning in Pittsburgh, PA and has over 12 years of experience in the finance industry. Samuel Abraham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Qualified Planning | San Diego, CA | Nov 2016 - Current | 7 |
Samuel Abraham | Cranberry Twp, PA | Jan 2009 - Current | 15 |
Onpointe Advisory And Financial Services, LLC | Petaluma, CA | Apr 2015 - Feb 2017 | 1 |
High Street Asset Management, LLC | Hot Springs, AR | Feb 2012 - Apr 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- CA
- PA
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts148ACCOUNTS
-
Average Account Value$220,109
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, PA
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