CA
CA

Christopher Alan Abrams

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

3525 Del Mar Heights Rd Suite 1052, San Diego, CA, 92130

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher owns Abrams Insurance Solutions, where he sells health, life, and disability insurance, dedicating full-time hours to this activity. He is also an insurance agent with LifePro Financial Services, Inc. (d.b.a LifePro Insurance Marketing).

Employment History
Current Registrations
Simplicity Wealth
February 2025 - Present · 1 yr
Previous Registrations
Lifepro Asset Management
October 2018 - February 2025 · 6 yrs 4 mos
Retirement Wealth Advisors, INC.
June 2017 - October 2018 · 1 yr 4 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.