AG
AG

Abraham P. Galvez

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
420 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
Loading...

Location

28720 Roadside Drive, Suite 315, Agoura Hills, CA, 91301

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Abraham works as a financial advisor at Legacy Financial Group, focusing on insurance and securities sales and services, dedicating nearly full-time hours to this role. He also co-owns NewHorizonsDMS, LLC, providing digital marketing and accounting services, and works as a website developer, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Planmember Securities Corporation
February 2024 - Present · 2 yrs
Planmember Securities CorporationBroker
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.