Abraham Glaser is a registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 22 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
12801 Pierce St, Ste 100, Omaha, NE, 68144
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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 ActivitiesSells Insurance
Abraham is affiliated with several investment-related entities, including Silverleaf Wealth Management, Silverleaf Advisor Group LLC, EMG3 Financial Services, Gladstone Institutional Advisory, and LPL Financial. He also works with insurance companies like AIG, Symetra, John Hancock, Forethought Life, Nationwide, and Jackson National, dedicating a few hours per week to non-variable insurance products.
Employment History
Current Registrations
LPL Financial LLC
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Silverleaf Advisor Group, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Keel Point, LLC
Keel Point Capital, LLCBroker
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Country Club Financial Services, INC.
Country Club Financial Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.