Neil Abramson, financial advisor Charlotte NC

Neil Abramson

CRD Number: 2143983
Current Firm: Wells Fargo Clearing Services, LLC

Neil Abramson (CRD# 2143983) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.

Similar Advisors
Gianni Abballe, financial advisor Charlotte NC
Gianni T. Abballe
CRD# 5753288
Ubs Financial Services Inc.
Similar Advisors
Gregory Abbracciamento, financial advisor Charlotte NC
Gregory J. Abbracciamento
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Steven Abels, financial advisor Charlotte NC
Steven P. Abels
CRD# 4205168
The Financial Legacy Group
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Charlotte, NC Nov 2016 - Current 4
Wells Fargo Advisors, LLC Charlotte, NC Apr 2013 - Nov 2016 3
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Feb 2011 - Apr 2013 2
Tiaa Charlotte, NC Feb 2011 - Apr 2013 2
First Clearing, LLC St. Louis, MO Apr 2009 - Feb 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Neil H. Abramson
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.