Thomas Abboud, financial advisor Centennial CO

Thomas Abboud

CRD Number: 2178385
Current Firm: Abboud Financial Planning, Inc.

Thomas Abboud (CRD# 2178385) is an Investment Advisor Representative working at Abboud Financial Planning, Inc. in Centennial, CO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Abboud Financial Planning, Inc. Aurora, CO Sep 2017 - Current 6
Sole Proprietor Aurora, CO Dec 2005 - Current 18
Securities America Inc. La Vista, NE Sep 2015 - Sep 2017 2
Securities America Advisors La Vista, NE Sep 2015 - Sep 2017 2
Lpl Financial, LLC Aurora, CO May 2014 - Sep 2015 1
Metlife Securities Inc. Denver, CO Apr 2011 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S66 NASAA Uniform Combined State Law Examination Feb 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas M. Abboud
Phone Number: 720-252-6004
Registered State(s):
  • CO
  • NE
Current Firm Details
Abboud Financial Planning, Inc.
Firm's CRD Number: 290242
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $148,760
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CO, NE

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