Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Jeffery Christner is a financial advisor with LPL Financial LLC. Adam has been in the financial services industry for over 10 years. Adam holds the Series 66, Series 7 and SIE licenses and is registered in 11 states. Adam is based in the Lagrange, IN office of LPL Financial LLC. Adam's experience and expertise span across various financial services specialties, including investment management, insurance, and financial planning. Adam's commitment to providing clients with comprehensive financial solutions is evident in the wide range of services offered by LPL Financial LLC, which include financial planning, portfolio management, and educational seminars.
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.
1
2
IN
12/15/2017 - Present
LPL Financial LLC (LAGRANGE IN)
IN
08/13/2013 - 12/20/2017
EDWARD JONES (MARION IN)
BOTH
Issued 10/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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