Unclaimed
Adam Kint is a financial advisor with Allworth Financial, LP. Adam Kint has been a registered investment advisor for over 20 years, specializing in portfolio management for individuals and businesses, financial planning, and pension consulting. Adam Kint is also a certified financial planner. Adam Kint has been registered with Allworth Financial, LP since December 2017 and has previously been registered with Securities America, Inc., Cambridge Investment Research, Inc., and Hanson McClain.
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.
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.
1
2
CA
12/01/2017 - Present
Allworth Financial, LP (Sacramento CA)
CA
12/17/2015 - 11/22/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (FOLSOM CA)
CA
01/08/2013 - 12/17/2015
SECURITIES AMERICA, INC. (CAMPBELL CA)
CA
10/15/2008 - 11/28/2012
HANSON MCCLAIN (FOLSOM CA)
MA
11/09/2007 - 10/20/2008
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
UT
09/07/2006 - 10/25/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
CT
09/13/2005 - 03/01/2006
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CA
11/22/2000 - 10/10/2005
HANSON MCCLAIN RETIREMENT NETWORK, LLC (FOLSOM CA)
IN
06/01/1998 - 10/17/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/01/1998 - 10/17/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
02/20/1997 - 06/01/1998
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
04/11/1996 - 02/18/1997
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 04/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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