Kamie Lee Abraham

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 11/2024
  Lincoln Financial Advisors Corporation
  Westlake Village, CA
• 11/2024 → Present
  Lpl Financial Llc
  Westlake Village, CA

Previous Registrations

• 2015-01-09 → 2024-11-07
  Osaic Fa, Inc.
  Westlake Village, CA

Other Businesses

1- 09/2024 / ABRAHAM FINANCIAL PLANNING LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 80 hrs mth / 4 hrs during trading / Thousand Oaks, CA / Start date: 06/20/2022 2- 09/2024 / Real Estate Rentals / Real Estate Rentals / Investment Related / 1 hr mth / Thousand Oaks, CA / Start date: 09/14/2017 3- 09/2024 / Nexus Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 4- 09/2024 / Kamie Abraham {insurance) / Non-Variable Insurance / Investment Related / 3 hrs mth / 1 hr during trading / Thousand Oaks, CA / Start date: 01/01/2015

Exams

• S66 Uniform Combined State Law Examination
  2014-11-14

Designations

• Certified Financial Planner

Other Names

• Kamie Valenza
• Kamie Lee Valenza