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Abigail Loria

Investment Adviser Representative at MPS-LORIA FINANCIAL PLANNERS,LLC

Burr Ridge, ILCRD #7802411Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
2 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Abigail Loria has worked in the securities industry since 2026. They have passed the Series 65 examination. They are registered to provide investment advisory services in Illinois and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
IllinoisTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/24/2025

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
$0 - $999,0001.25%
$1 million - $2,999,9991.00%
$3 million - $4,999,9990.75%
$5 million+0.00%
Source

Mps-loria Financial Planners,llc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MPS-LORIA FINANCIAL PLANNERS,LLCCurrent
1/26/2026Burr Ridge, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MPS-LORIA FINANCIAL PLANNERS,LLC

4 other advisors in the directory

View MPS-LORIA FINANCIAL PLANNERS,LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Abigail Loria has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Abigail Loria - Financial Advisor in Burr Ridge, IL | AdvisorFinder