Allan Abrams, financial advisor Agoura Hills CA
93 score

Allan Abrams

CRD Number: 1788077
Current Firm: Voya Financial Advisors, Inc.

Allan Abrams (CRD# 1788077) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Agoura Hills, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Reliastar Minneapolis, MN Sep 2014 - Current 3
Voya Financial Advisors Foster City, CA Sep 2014 - Current 3
University Of San Francisco San Francisco, CA Jun 1988 - Current 29
Abrams Insurance & Investments Foster City, CA Jan 1987 - Current 30
Golden State Communications/friendship L Foster City, CA Oct 1986 - Current 31
Telecommunications Consulting Foster City, CA Jun 1986 - Current 31
Ing Financial Partners Foster City, CA Jan 2004 - Sep 2014 10
Ing-reliastar Minneapolis, MN Apr 1989 - Sep 2014 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Allan I. Abrams
Phone Number: 1-800-356-2906
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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