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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 Henderson is a financial advisor with over 20 years of experience in the industry. Adam has been registered with LPL Financial LLC since May 2018. Previously, Adam was employed with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Adam has a wide range of experience in the financial services industry, including investments, futures, and securities. Adam holds Series 7, 31, and 63 licenses, and he is also registered in numerous states across the country. Adam is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals. Adam is passionate about helping clients make informed decisions about their financial futures.
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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CA
08/19/2022 - Present
LPL Financial LLC (TEMECULA CA)
CA
01/01/2008 - 05/15/2018
WELLS FARGO CLEARING SERVICES, LLC (TEMECULA CA)
CA
10/14/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN MARCOS CA)
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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