AE
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1880 advisors
Number of Clients
817,328 clients
Average Client Portfolio
$368K average
Assets Under Management
$300.4B
Fee Structure
Minimum Investment:$100
Financial Planning:Included in AUM fee
This brochure does not include a fee table with fixed rates. Fees are not fixed, they vary within ranges.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
2525 Water Ridge Parkway, 1 North Falls Plaza, Ste 100, Charlotte, NC, 28217
Get directionsRegulatory 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 Activities
Abram is an employee of The Vanguard Group, Inc. He also acts as an agent for an immediate family member, spending minimal time on this activity.
Employment History
Current Registrations
Vanguard Advisers, INC.
December 2015 - Present · 10 yrs 1 mo
Vanguard Marketing CorporationBroker
December 2015 - Present · 10 yrs 1 mo
Vanguard Marketing Corporation
December 2015 - Present · 10 yrs 1 mo
Previous Registrations
M Holdings Securities, INC. Broker
August 2014 - September 2015 · 1 yr 1 mo
M Holdings Securities, INC.
March 2014 - September 2015 · 1 yr 6 mos
Dixon Hughes Goodman Wealth Advisors LLC
May 2005 - November 2011 · 6 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - April 2005 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2000 - April 2005 · 4 yrs 8 mos
J.C. Bradford & CO.Broker
July 1998 - July 2000 · 2 yrs
State Registrations2 states
NCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.