Abiel Acosta

Current Employers

Employment History

• 08/2006 → 01/2025
  Lincoln Financial Advisors Corp
  Oxnard, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Oxnard, CA

Previous Registrations

• 2006-11-29 → 2025-01-24
  Osaic Fa, Inc.
  Oxnard, CA
  Honolulu, HI

Other Businesses

1) ABIEL ACOSTA; PROSPERA SUCCESSION PARTNERS POSITION: Agent NATURE: I intend to sell non-variable insurance and non-variable annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2006 ADDRESS: 300 E Esplanade Dr, Suite 1950, Oxnard CA 93036, United States DESCRIPTION: I intend to sell non-variable insurance and non-variable annuities. 2) POWER OF ATTORNEY FOR FATHER POSITION: Power of Attorney NATURE: POA INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2005 ADDRESS: 11930 Honeybrook Ct, Moorpark CA 93021, United States DESCRIPTION: My father named me as co-Power of Attorney with my sister in his estate documents if he were to be incapacitated. 3) SUCCESSOR TRUSTEE FOR FATHER POSITION: Successor Trustee NATURE: Successor Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2099 ADDRESS: 11930 Honeybrook Ct, Moorpark CA 93021, United States DESCRIPTION: Named as successor trustee for father's trust 4) PROSPERA SUCCESSION PARTNERS LLC POSITION: Partner NATURE: Operating an LLC solely for practice management purposes (marketing, staff, technology, other shared expenses) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2026 ADDRESS: 17400 Laguna Canyon Rd, Ste 125, Irvine CA 92618, United States DESCRIPTION: We will be using the LLC for operation overhead, marketing, staff and technology expenses. As a partner, I will be voting on decisions and may deal with day to day operations of bookkeeping and decision-making. 5) ACOSTA WEALTH MANAGEMENT INC. POSITION: Owner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 01/01/2023 ADDRESS: 2775 N Ventura Rd, Suite 101, Oxnard CA 93036, United States DESCRIPTION: I am both an owner and employee of the corporation. I am paying business expenses and managing staff under the corporation. 6) PROSPERA SUCCESSION PARTNERS LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 2775 N Ventura Rd, Suite 101, Oxnard CA 93036, United States DESCRIPTION: LLC for operation overhead, marketing, staff and technology expenses. As a partner, I will be voting on decisions and may deal with day to day operations of bookkeeping and decision-making. DBA name used for securities, insurance and advisory business. 7) BOARD OF VENTURA COUNTY CIVIC ALLIANCE POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2023 ADDRESS: P.O. Box 23412, Ventura CA 93002, United States DESCRIPTION: Help provide opinions and advice to the executive board on areas of focus for our community. Be present and help with set up of any in-person events we do in the community. Introduce speakers. 8) LANDLORD POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2022 ADDRESS: 11930 Honeybrook Ct, Moorpark CA 93021, United States DESCRIPTION: I will be a landlord to a residential property I previously lived in. No duties as I hired a property manager other than collecting rent and making sure I have appropriate home owners insurance. 9) ABIEL ACOSTA/PROSPERA SUCCESSION PARTNERS POSITION: Financial Planner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2023 ADDRESS: 2775 N Ventura Rd, Suite 101, Oxnard CA 93036, United States DESCRIPTION: Meet with clients, perform financial analysis, create strategies, do trades and calls, and other financial advisor activities. Activity with the firm, compensation provided by entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-28
• S63 Uniform Securities Agent State Law Examination
  2004-11-13

Designations