Abid Ali Khan
Investment adviser representative at Sequent Planning, LLC
15 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 yearsFirm in business
Are you Abid Ali Khan? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Sequent Planning, LLCOct 2025 to now
- Beneficial Financial Strategies LLCAug 2025 to now
- Futurity First Insurance GroupAug 2025 to now
- New York Life Insurance CompanyJul 2021 to Aug 2025
- The Prudential Insurance Company of AmericaJan 2011 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 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
- 5486464
- Firm CRD
- 160381