BA
CFP
BA
CFP

Barbara M Abundiz

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
2,401 clients
Average Client Portfolio
$394K average
Assets Under Management
$945.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1880 Century Park East, Ste 1008, Los Angeles, CA, 90067

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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

Barbara is a member of BABS MICHAEL, LLC for tax/investment purposes, dedicating minimal time. She also provides investment advisory services through Horizon Wealth Management, spending full-time hours on this activity. Barbara also works with Horizon Wealth West LLC, an insurance agency, dedicating a few hours per week.

Employment History
Current Registrations
Horizon Wealth Management
June 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
November 2008 - Present · 17 yrs 3 mos
Previous Registrations
LPL Financial LLC
August 2022 - August 2022 · 0 mos
LPL Financial LLC
June 2020 - July 2022 · 2 yrs 1 mo
State Registrations11 states
AZCAFLGAILNYOHORTNUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Barbara M Abundiz - Financial Advisor | TrueAdvisor