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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 James Sinclair is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. Adam has been in the industry for over 2 years. Adam earned his Series 7, Series 63, Series 10, and Series 9 licenses. Adam is a licensed investment advisor in Florida and has been working as an advisor since 2019. Adam has experience with Charles Schwab & Co., Inc. Prior to becoming an advisor, Adam worked at Bonefish Mac's Sports Grille and Brinker International Payroll Co. Adam has also been a student at University of Central Florida and Kamp Kool. Adam specializes in providing financial advice to individuals, businesses, pension and profit sharing plans, high-net-worth individuals, insurance companies, investment companies, and charitable organizations.
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.
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2
MN
10/15/2021 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
TX
10/17/2019 - 04/05/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
IA
Issued 10/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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