Benjamin Abraham, financial advisor Indianapolis IN

Benjamin Abraham

CRD Number: 4262156
Current Firm: Allworth Financial, LP

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®).

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Professional Designations
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
Contact Info for Benjamin J. Abraham
Phone Number: 916-482-2196
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    19,314
    MILLIONS
  • Total Number of Accounts
    66,085
    ACCOUNTS
  • Average Account Value
    $292,255
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
  • 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
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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