AP
AP

Abraham Samaniego Perez

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

Fee Structure

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Location

Bellevue, WA

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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 the owner of Narativ Retirement, LLC, offering insurance and investment advisory services. He dedicates full-time hours to this endeavor.

Employment History
Current Registrations
Creativeone Wealth, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
B.O.S.S. Retirement Advisors, LLC
June 2022 - June 2023 · 1 yr
Ae Wealth Management, LLC
November 2016 - October 2022 · 5 yrs 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.