Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Carlin is an Investment Advisor Representative registered with Avantax Advisory Services. Adam has been in the financial industry since 2016 and is licensed in West Virginia, Maine, and New Hampshire. Adam holds the Series 63, Series 65, and Series 7 licenses as well as the SIE exam. Adam is also a Certified Public Accountant. Adam is committed to helping individuals and businesses achieve their financial goals. In addition to his work as an investment advisor, Adam is also a partner in West of Virginia LLC, a real estate company, and is active in the Rotary Club of Romney West Virginia.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
WV
08/16/2018 - Present
Avantax Advisory Services (Romney WV)
IA
Issued 07/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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