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Abram Micah Loper

Equitable Advisors, LLC

Lynchburg, VA

Moneta, VA

CRD 6583915

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-09-05
TX RA APPROVED_RES 2023-08-29
  • VA RA
    APPROVED
    Since 2023-09-05
  • TX RA
    APPROVED_RES
    Since 2023-08-29

Branch Locations

121 Goldenrod Place, Lynchburg, VA 24502 • United States

13400 Booker T. Washington Hwy,, Moneta, VA 24121 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2015 11/2019
Northwestern Mutual Investment Services Llc Lynchburg VA 03/2016 11/2019
Northwestern Mutual Wealth Management Company Lynchburg VA 07/2018 11/2019
Massmutual Life Insurance Company Lynchburg VA 11/2019 08/2023
Mml Investors Services, Llc Lynchburg VA 05/2020 08/2023
Liberty University Lynchburg VA 12/2013 12/2018
The White Hart Cafe Lynchburg VA 01/2013 12/2017
Equitable Advisors, Llc New York NY 08/2023 Present
  • 12/2015 → 11/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2016 → 11/2019
    Northwestern Mutual Investment Services Llc
    Lynchburg, VA
  • 07/2018 → 11/2019
    Northwestern Mutual Wealth Management Company
    Lynchburg, VA
  • 11/2019 → 08/2023
    Massmutual Life Insurance Company
    Lynchburg, VA
  • 05/2020 → 08/2023
    Lynchburg, VA
  • 12/2013 → 12/2018
    Liberty University
    Lynchburg, VA
  • 01/2013 → 12/2017
    The White Hart Cafe
    Lynchburg, VA
  • 08/2023 → Present
    New York, NY
Previous Registrations
Other Businesses

1) LOPER PROPERTY. LLC,160 Marguerite Drive, Lynchburg, VA 24502, RESIDENTIAL REAL ESTATE INVESTING (RENTAL PROPERTIES), LANDLORD - MANAGE RENTAL PROPERTIES, OWNER/PRESIDENT, 4 HRS/WK, START DATE: 08/31/2023 2) NOBILITY PARTNERS, LLC (FORMERLY ABE LOPER CONSULTING SERVICES), LYNCHBURG, VA, SMALL BUSINESS MANAGMENT CONSULTING, 2HRS/MO, START DATE: 6/2012 3)LYNCHBURG MORNING ROTARY, LYNCHBURG, VA, NON-PROFIT ORGANIZATION, BOARD MEMBER, Provide insight and oversight, 2HRS/WK, STARTED 2016 4)DBA: LOPER FINANCIAL - OWNER/PRESIDENT 5) Other business-related email address: abe@loperfinancial.com, alias for equitable.com email address;6) Member of outside business website: www.abeloper.com, Used for Marketing purposes only, no mention of registered rep role, approved by Equitable;7)Executor of an estate for a family member;8) Board member - Five18 Family Services, I will be a board member of the service organization. I will meet with the board for an hour, quarterly, to provide strategic direction as a member of the community, 1621 Enterprise Dr. Lynchburg, VA 24502, Start Date: 8/1/2026, 1 HR PER MO, Not investment related;9) Advisory Committee, Community Connections, I will serve on a committee of 4 individuals who provide feedback to the CEO and board regarding strategic growth and visibility initiatives, 801 Pennsylvania Ave, SE Washington, DC 20003, Start Date: 8/1/2026, 1 HR PER MO;10) Member of the Campaign Cabinet, Smith Mountain Lake Center, I participate in Zoom meetings and occasional in-person meetings to provide strategic input and direction for the organization as they pertain to the launch of the new SML Center for the arts, 86 Westlake Rd. #17, Hardy, VA 24101, Start Date: 4/1/2026, 3 HRS PER MO;11) Central Virginia Business Coalition, I serve as a board member, providing strategic direction and feedback for the Executive Director, 14805 Forest Rd Ste 107, Forest, VA 24551, Start Date: 10/1/2024, 2 HRS PER MO;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-26
S63 Uniform Securities Agent State Law Examination 2017-01-10
  • S65 Uniform Investment Adviser Law Examination
    2021-01-26
  • S63 Uniform Securities Agent State Law Examination
    2017-01-10
Other Names
  • Abe Loper
  • Abe Loper

View on SEC IAPD

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