Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Crandall is a financial advisor with over 18 years of experience in the financial services industry. Adam is currently registered with LPL Financial LLC. Adam holds a Series 6, 7, 55, 63 and 65 license along with the SIE exam. Prior to joining LPL Financial LLC, Adam worked for Equitable Advisors, LLC, TIAA-CREF Individual & Institutional Services, LLC, Wachovia Securities, LLC, and Sonic Technologies LLC. Adam is a dedicated financial advisor with 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.
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
SC
07/07/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/29/2018 - 04/24/2024
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
NC
04/25/2008 - 02/14/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MO
01/11/2005 - 01/18/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
04/13/2004 - 07/21/2004
SONIC TECHNOLOGIES LLC (ISELIN NJ)
MO
10/16/2002 - 03/01/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 03/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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