Unclaimed
Lawrence Abrahams is an investment advisor representative at Evoke Advisors, a firm with over $27 billion in assets under management. Lawrence has been in the financial services industry since 1994. Lawrence has a Series 7 and Series 63 license. Lawrence has experience providing financial advice to individuals, corporations, and other organizations. Lawrence is passionate about helping clients achieve their financial goals. Lawrence is dedicated to providing his clients with personalized and professional financial advice. Lawrence is a Registered Investment Advisor in California and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Administrtive service, financial planning, and sub-advisory fees
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2
CA
10/02/2024 - Present
Evoke Advisors (LOS ANGELES CA)
CA
12/09/1994 - 07/07/2008
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
NY
08/04/1994 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
BC
Issued 01/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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