Daniel Abrams, financial advisor Denver CO

Daniel Abrams

CRD Number: 5400593
Current Firm: Personal Capital Advisors Corporation

Daniel Abrams (CRD# 5400593) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Personal Capital Advisors Corporation Denver, CO Jul 2017 - Current 3
Personal Capital Advisors Corporation Denver, CO May 2015 - Jul 2017 2
Personal Capital Advisors Corporation Denver, CO Feb 2014 - May 2015 1
J.p. Morgan Securities LLC Littleton, CO Oct 2012 - Feb 2014 1
Jpmorgan Chase Bank Na Aurora, CO Jul 2007 - Feb 2014 6
Chase Investment Services Corp Aurora, CO Aug 2007 - Oct 2012 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Daniel P. Abrams
Phone Number: 415-800-5922
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    12,241
    MILLIONS
  • Total Number of Accounts
    62,594
    ACCOUNTS
  • Average Account Value
    $195,558
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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