Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
30yrs
Todd Abrams
Financial advisor at LPL Enterprise
At a glance
Experience30 years (since 1996)
How that compares ?Top 13% by experience at LPL Enterprise
Office7000 W. Palmetto Park Road Suite 210, Boca Raton, FL 33433
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2017 – 2024Pruco Securities, Llc.Previously
- Jan 2017 – May 2017Principal Securities, Inc.Previously
- Oct 2004 – Aug 2006New England SecuritiesPreviously
Questions to ask Todd
Tailored to Todd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call LPL Enterprise at 704-733-3300 and ask for Todd Abrams. Todd works from the Boca Raton, FL office.
How long has Todd been a financial advisor?
Todd has been in the industry since 1996, about 30 years. Top 13% by experience at LPL Enterprise.
What licenses does Todd hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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