Abraham Mansour is a CFP-designated registered investment advisor at LPL Financial LLC, based in Plano, TX, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5068 W Plano Pkwy Ste 227, Plano, TX, 75093
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Abraham provides investment advisory services through Advisor Resource Council and its DBA, 360 Wealth Management, starting in January 2020. This takes nearly full-time, about 120 hours per month.
Employment History
Current Registrations
LPL Financial LLC
Advisor Resource Council
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations14 states
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.