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Abram James Nunes

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
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Location

One National Life Drive, Montpelier, VT, 05604

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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 Activities

Abram is a basketball official for youth AAU and recreational leagues since 2012. This activity, which is not investment-related, takes about 10-20% of his time and does not occur during trading hours.

Employment History
Current Registrations
Esi Financial Advisors
November 2023 - Present · 2 yrs 3 mos
Equity Services, INC.Broker
November 2012 - Present · 13 yrs 3 mos
State Registrations1 state
VT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.