Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Christopher Strong is a registered Investment Advisor Representative and has been in the industry since 2008. Adam currently works for Vanguard Advisers, Inc. in Plano, Texas. Adam holds a Series 65, Series 63, Series 7, Series 24 and SIE exam licenses and is registered with the states of Texas and Pennsylvania. Adam has previously worked at Fidelity Brokerage Services LLC, Curian Clearing, LLC and Scottrade, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/11/2021 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
07/28/2016 - 10/15/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
CO
10/15/2014 - 03/24/2016
CURIAN CLEARING, LLC (DENVER CO)
CO
08/02/2007 - 09/29/2014
SCOTTRADE, INC. (WESTMINSTER CO)
IA
Issued 12/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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