Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bergman is a financial advisor with Davenport & Co. LLC. Adam has been in the financial industry since 2007 and is registered in Virginia. Adam has worked with Sterling Capital and Davenport & Company LLC previously. Adam holds the Series 7, Series 63, Series 66, and Series 7TO licenses and the SIE certification. Adam is a Chartered Financial Analyst and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
07/31/2023 - Present
Davenport & Co. LLC (VIRGINIA BEACH VA)
VA
06/11/2007 - 01/16/2013
SCOTT & STRINGFELLOW, LLC (VIRGINIA BEACH VA)
VA
05/05/1999 - 07/06/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
11/08/1996 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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