JA
Joshua T. Abrahamson
ECONOLOGICS FINANCIAL ADVISORS
Largo, FL 33770
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CRD#: 6696325
JA
Professional summary
Joshua Thomas Abrahamson, who also goes by Josh Abrahamson, is a registered financial advisor currently at ECONOLOGICS FINANCIAL ADVISORS located in Largo, Florida.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joshua has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Abrahamson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Thomas Abrahamson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 10, 2019 - Present
ECONOLOGICS FINANCIAL ADVISORS
Office #1: 2401 West Bay Drive Suite 603, Largo, FL 33770RIA
CRD#: 125738
Largo, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EF
ECONOLOGICS FINANCIAL ADVISORS
ECONOLOGICS FINANCIAL ADVISORS | WEALTH ADVISORY ASSOCIATES, LLC | WEALTH ADVISORY ASSOCIATES | PCM FINANCIAL ADVISORY | MUSIC, PAUL CHRISTOPHER | ECONOLOGICS FINANCIAL ADVISORS, LLC
CRD#: 125738 / SEC#: 801-79018
RIA
Registered Investment Advisory firm - (1/13/2014 Approved)Florida
Registered Investment Advisory firm - (4/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (4/21/2014 Terminated)Ohio
Registered Investment Advisory firm - (12/9/2009 Terminated)Texas
Registered Investment Advisory firm - (4/18/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/9/2019)
IAR
Florida(1/10/2019)
IAR
Louisiana(4/9/2019)
IAR
Nebraska(4/11/2019)
IAR
New Hampshire(4/9/2019)
IAR
Utah(1/12/2024)
Current Firm
EF
ECONOLOGICS FINANCIAL ADVISORS
ECONOLOGICS FINANCIAL ADVISORS | WEALTH ADVISORY ASSOCIATES, LLC | WEALTH ADVISORY ASSOCIATES | PCM FINANCIAL ADVISORY | MUSIC, PAUL CHRISTOPHER | ECONOLOGICS FINANCIAL ADVISORS, LLC
CRD#: 125738 / SEC#: 801-79018
RIA
Registered Investment Advisory firm - (1/13/2014 Approved)Florida
Registered Investment Advisory firm - (4/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (4/21/2014 Terminated)Ohio
Registered Investment Advisory firm - (12/9/2009 Terminated)Texas
Registered Investment Advisory firm - (4/18/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2401 West Bay Drive Suite 603, Largo, FL 33770
Mailing Address
Phone number
(727) 588-1540
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 525 |
| AUM (Assets Under Management) | $ 140,813,094 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ECONOLOGICS FINANCIAL ADVISORS
CRD#: 125738Largo, FL 33770TRUST BUT VERIFY
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