Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Clarence Uptmor is an investment advisor representative associated with LPL Financial LLC. Adam is registered with the state of Idaho and Texas and has been in the industry for over 5 years. Adam has passed the Series 7TO, SIE, and Series 66 exams. Adam is licensed to provide financial planning services and portfolio management for businesses and individuals. Adam is also licensed to provide investment advice as a registered representative in the state of Texas. Adam is also a school principal and real estate rental owner.
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.
Consulting and other non-discretionary advisory services
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.
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2
ID
05/18/2023 - Present
LPL Financial LLC (GRANGEVILLE ID)
BOTH
Issued 07/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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