Abraham Fitzsimmons

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

• 04/2017 → 09/2023
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 11/2016 → 10/2023
  World Financial Group, Inc.
  Greenwood Village, CO
• 06/2016 → 12/2022
  Excellerator Auto Inc
  Aurora, CO
• 12/2017 → 12/2022
  Colonial Life
  Centennial, CO
• 12/2017 → 12/2022
  Roper Insurance
  Englewood, CO
• 12/2017 → 03/2022
  Debtmerica, Llc
  Santa Ana, CA
• 12/2017 → 12/2022
  Las Aguilas Holdings, Llc
  Aurora, CO
• 01/2019 → 08/2024
  Masternetworks
  Plano, TX
• 03/2019 → 12/2024
  College Loan Freedom, Inc.
  Henderson, NV
• 01/2019 → 12/2022
  Lyft, Inc
  San Francisco, CA
• 11/2016 → 08/2023
  Wealthwave
  Johns Creek, GA
• 06/2023 → 12/2024
  Elite Student Loan Consulting Llc
  Aurora, CO
• 10/2023 → 12/2024
  Summit Global Investments
  Bountiful, UT
• 10/2023 → Present
  Abraham D Fitzsimmons
  Englewood, CO
• 09/2023 → 12/2024
  Metro Funding Group, Llc
  Denver, CO
• 09/2022 → 12/2024
  Bali Computing Ltd Dba Federal Student Loan Repayment Advisors L
  Henderson, NV
• 12/2024 → Present
  Lpl Financial Llc
  Aurora, CO

Previous Registrations

• 2023-10-20 → 2025-04-09
  Summit Global Investments, Llc
  Englewood, CO
  Bountiful, UT
• 2019-01-25 → 2023-09-18
  Transamerica Financial Advisors, Llc
  Englewood, CO
  Centennial, CO

Other Businesses

1)12/02/2024 - Financial Independence Group - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 10/2023 - 25 Hr/Mth 2)12/02/2024 - Excellerator, Inc. - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Aurora, CO - Start: 08/2016 - 10 Hr/Mth 3)12/19/2025-The Integrity Wealth Group LLC-LPL Investment Advisor Representative-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 12/18/2025-180hrs/mth-160hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-02-21
• S65 Uniform Investment Adviser Law Examination
  2018-10-10

Other Names

• Abe Fitzsimmons