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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Sandahl is a financial advisor at Lion Street Advisors, LLC. Adam has over 25 years of experience in the financial services industry and has worked with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Adam specializes in financial planning, pension consulting, and portfolio management. Adam holds Series 6, 26, 63, and 99TO licenses. Adam is a Chartered Financial Consultant and has a passion for helping clients achieve their financial goals.
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.
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
12/14/2021 - Present
Lion Street Advisors, LLC (AUSTIN TX)
TX
02/09/2018 - 10/05/2020
LION STREET FINANCIAL, LLC (AUSTIN TX)
FL
05/09/2017 - 12/04/2017
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
PA
03/24/2015 - 04/21/2017
LOMBARD INTERNATIONAL DISTRIBUTION COMPANY (PHILADELPHIA PA)
OH
01/12/2006 - 01/07/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MA
09/20/2001 - 11/28/2005
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
FL
04/06/1999 - 05/22/2000
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
MA
10/12/1995 - 09/11/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/12/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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