Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Frey is a financial advisor at Independent Financial Partners. Adam has been working in the financial industry since 2008. He has a strong background in both investment and financial planning, and is dedicated to providing personalized financial advice to meet his clients’ individual needs. Adam is committed to developing long-term relationships with his clients and helping them 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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
TX
03/01/2021 - Present
Independent Financial Partners (San Antonio TX)
TX
01/23/2009 - 11/08/2018
LPL FINANCIAL LLC (SHAVANO PARK TX)
TX
12/10/2007 - 12/16/2008
INTERSECURITIES, INC. (SAN ANTONIO TX)
IA
Issued 03/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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