Abraham Mansour (CRD# 2987222) is an Investment Advisor Representative working at Advisor Resource Council in Plano, TX and has over 25 years of experience in the finance industry. Abraham Mansour has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisor Resource Council (dba: 360 Wealth Management) | Plano, TX | Jan 2013 - Current | 11 |
| Lpl Financial LLC | Plano, TX | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- TX
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Total Assets Under Management2,453MILLIONS
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Total Number of Accounts12,244ACCOUNTS
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Average Account Value$200,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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