Benjamin Abraham (CRD# 4262156) is an Investment Advisor Representative working at Allworth Financial, LP in Indianapolis, IN and has over 24 years of experience in the finance industry. Benjamin Abraham has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Aw Securities | Indianapolis, IN | Feb 2023 - Current | 1 |
Allworth Financial, LP | Indianapolis, IN | Feb 2023 - Current | 1 |
Mml Investors Services, LLC | Indianapolis, IN | Mar 2017 - Feb 2023 | 5 |
Massachusetts Mutual Life Insurance Company | Indianapolis, IN | Jul 2016 - Feb 2023 | 6 |
Metlife Securities, Inc. | Indianapolis, IN | Aug 2000 - Mar 2017 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2000 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- IN
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Total Assets Under Management19,314MILLIONS
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Total Number of Accounts66,085ACCOUNTS
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Average Account Value$292,255
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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