SA
CFP · ChFC
SA
CFP · ChFC

Samuel Howard Abraham

13 Years of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
152 clients
Average Client Portfolio
$237K average
Assets Under Management
$36.0M
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Location

Pittsburgh, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Samuel is an insurance agent and owner of Abraham Financial Planning, providing insurance sales and financial advising services since 2019. This takes about a quarter of his time, with a few hours per week during trading hours.

Employment History
Current Registrations
Qualified Planning
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Qualified Planning
November 2016 - December 2019 · 3 yrs 1 mo
Onpointe Advisory and Financial Services, LLC
April 2015 - January 2017 · 1 yr 9 mos
High Street Asset Management, LLC
February 2012 - April 2015 · 3 yrs 2 mos
State Registrations2 states
CAPA
Advisor
Exams
No exam information available for this advisor.