Daniel M Abraham
Investment adviser representative at Second Line Capital, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Second Line Capital, LLCMay 2023 to now
- LPL Financial, LLCOct 2020 to now
- Advisor Resource CouncilOct 2020 to May 2023
- Valic Financial Advisors, Inc.May 2010 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (LA).
Second Line Capital, LLC
$1.3BAssets managed
1,196Clients
24Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4945227
- Firm CRD
- 324386