AA
ChFC
AA
ChFC

Ali Abdul-Rahman

38 Years of Experience
Indianapolis, IN
1 DisclosureBroker

Ali Abdul-Rahman is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Indianapolis, IN, with 38 years of industry experience. Ali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

9000 Keystone Crossing, Suite 300, Indianapolis, IN, 46240

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2006
Denied
Employment History
Current Registrations
Park Avenue Securities LLC
July 2008 - Present · 18 yrs
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 2 mos
Park Avenue Securities LLC
May 1999 - Present · 27 yrs 2 mos
Previous Registrations
Guardian Investor Services CorporationBroker
June 1989 - May 1999 · 9 yrs 11 mos
Monarch Securities, INC.Broker
February 1988 - March 1989 · 1 yr 1 mo
Sma Equities, INC.Broker
June 1987 - March 1988 · 9 mos
State Registrations9 states
FLGAINMDMINYOHPRTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.