Abraham Lockhart Investment Advisory

Our business is two-fold: suggesting investments and making the transactions for investors-and buying/selling stock for our own profit. We are very active every day in both catagories.

HomeHow Can We Help You?Currently...For Your FutureA Few Recommendations

Our service is built on investment advising and sound financial planning. There are many investment vehicles that can be used to build your wealth-and we can assist you in whatever you might be interested. These include stocks, bonds, real-estate, annuities, coins, and insurance. Any other interests? There are many more investment vehicles than listed above. We are here to help you!

We solicit the efforts of local real-estate agents to help you fulfill your dream of financial success. Those agents will be featured on a rotating basis. Abraham Lockhart is not related to any real-estate brokerage services. We can not hold ourselves liable for mistakes made by agencies in real-estate.

In the realm of financial planning for businesses, we can assist you in risk-management, pension planning, and key-man insurance.


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CollegeAmerica 529 Plans

Through the Virginia sponsored CollegeAmerica 529 program, offered by the American Funds, you can invest for a child's education. There are many choices on which to build a great foundation. It is a simple application process!


It is amazing how much gold prices are changing each day. With an initial purchase in 1972 (a Krugerand,) I did not see prices change much after the first three years or so, However, in the past so many years, the Krugerand has certainly paid for itself over and over.
We are designated as an introducing broker through FideliTrade. Look at their website for more information.

 

James A. Carter
Independently licensed in Life, Health, Annuities, and Variable Contracts. James is a Registered Representative in investment advising at Abraham Lockhart Investment Advisory.
804-829-9805

Periodically we will introduce our website visitors to a different Richmond area agent. These agents represent an individual agency and we hope to give you a broad range of insurance opportunities. Abraham Lockhart is totally independent of these agents.


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Finding and helping your favorite charities:

 

In which charities do you “invest”? You make an investment in your favorites every time you send money to any entity. So, how do you pick the ones that do the best work?

The American Institute of Philanthropy might be a good starting point, unless you already know where to invest. They rate the effectiveness with their “rigorous analysis.”

The American Institute of Philanthropy


(http://www.famis.org/
“FAMIS is Virginia's low-cost health insurance for children whose families earn too much to qualify for Medicaid but do not have private health ...”
This is a financial planning tool for young families.