Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Andelin is a financial advisor registered with Cambridge Investment Research Advisors, Inc., located in Sacramento, California. Adam has been a registered representative since February 1999 and has experience in the industry for over 20 years. Adam Andelin holds licenses in California and Texas and is a Series 6, Series 7, and Series 66 license holder. Prior to his work with Cambridge Investment Research Advisors, Inc., Adam worked with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Adam Andelin provides financial planning, portfolio management for individuals and businesses, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/05/2009 - Present
Cambridge Investment Research Advisors, Inc. (SACRAMENTO CA)
CA
02/09/1999 - 09/23/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (SACRAMENTO CA)
IN
02/09/1999 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/05/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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