Abraham Radmanesh, financial advisor Kansas City MO
90 score

Abraham Radmanesh

CRD Number: 6234967
Current Firm: Umb Financial Services, Inc.

Abraham Radmanesh (CRD# 6234967) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Umb Bank Kansas City, MO Nov 2017 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City, MO Jul 2014 - Oct 2017 3
Bank Of America, N.a. Kansas City, MO Jul 2014 - Oct 2017 3
Commerce Brokerage Services, Inc. Kansas City, MO Jun 2013 - Jul 2014 1
Us Bank Prairie Village, KS Jun 2010 - May 2013 2
Commerce Trust Company Kansas City, MO Apr 2007 - Jun 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Abraham W. Radmanesh
Phone Number: 816-842-2222
Firm Website: https://www.umb.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $297,253
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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