J.p. Morgan Securities
47yrs
Top advisor for experience at J.p. Morgan Securities
1yr
Tabatha Abraham
Financial advisor at RBC Capital Markets
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office345 California Street, San Francisco, CA 94104
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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 Combined State Law Examination
Career
- Jul 2025 – nowRBC Capital Markets, LLCCurrent firm
Questions to ask Tabatha
Tailored to Tabatha’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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?
About Tabatha
How do I contact Tabatha?
Call RBC Capital Markets at 212-858-7000 and ask for Tabatha Abraham. Tabatha works from the San Francisco, CA office.
How long has Tabatha been a financial advisor?
Tabatha has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Tabatha hold?
Series 66. Tap any license on this page to see what it allows.
Is Tabatha a fiduciary?
Tabatha is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tabatha paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Tabatha 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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