Todd Abrams

Home > Financial Advisor Directory > florida > boca raton

About Todd Abrams

I specialize in comprehensive financial planning services for a fee. I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.

The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them pursue their goals.

See Disclosures

General Information

CRD#

2693512

Firm CRD#

8733

Insurance License#

E074920

Name of Broker/Dealer

LPL ENTERPRISE, LLC

States Licensed in

Fl CA NJ NY OH VT VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CLTC^®, CRPS^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity

Firm Information

Advisor's Number of Clients

500+

Advisor's Number of Managed Clients

100+

Advisor's Number of Planning Clients

100+

Total Assets Under Management by Advisor

$25,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$63,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Disclaimer

Todd Abrams is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to "Contact" section.

"Prudential Advisors" is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America ("PICA") and its insurance company and other affiliates (collectively "Prudential"). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under "Prudential Advisors." LPLE and LPL Financial are not affiliated with Prudential.

CRPS conferred by College for Financial Planning.

Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness.

The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Prudential Advisors