AK
AK

Abraham Louis Kawaja

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
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Location

100 W Main Street, Suite 450, Lexington, KY, 40507

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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

Abraham is an insurance producer for Meridian Insurance LLC and The Penn Mutual Life Insurance Company, selling life insurance and annuities, dedicating about 10-20% of his time to each. He is also a partner/treasurer for a family real estate partnership and board chair for The Salvation Army of Central Kentucky, dedicating minimal time and a few hours per week, respectively.

Employment History
Current Registrations
Meridian Wealth Management, LLC
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Lexington Investment Company, INC.
March 2006 - July 2006 · 4 mos
Morgan Keegan & Company, INC.
March 2004 - March 2004 · 0 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.