Abraham Roy McAllister
| Firm: | Arm Financial LLC |
|---|---|
| Advisor Location: | Fairfax, VA |
| Advisor AUM: | $7,000,000 |
| Firm Primary Clients: | Individuals |
| Type: | RIA |
Description
An accomplished science and engineering graduate from MIT, Abraham brings a proven background in systems analysis to financial advising and discretionary wealth management.
With Abraham, you get an advisor you can trust to give you sound financial advice with your long-term goals in mind. You also get someone with the
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Advisor Information
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Advisor Assets Under Management
Firm Client Types
| Individuals | |
| High Net Worth Individuals |
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
Experience and Employment History
| Employer | Years | Dates |
|---|---|---|
| Arm Financial LLC | 5 years, 2 months | Apr 2007 - Present |
| Self-Employed | 5 years, 7 months | Aug 2005 - Mar 2011 |
| Polychromix Inc | 5 years, 1 month | Aug 2001 - Sep 2006 |
Licenses and Conduct
| Regulator |
|
|---|---|
| License Status |
Registered
|
| Disclosures |
No Disclosures Found |
| As of Date |
08/08/2011
|
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
Advisor Exams
| Exam | Series | Passed Date |
|---|---|---|
| Uniform Investment Adviser Law Examination | Series 65 | 03/06/2008 |
Advisor Compensation Arrangements
Advisor
This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.
