Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kenneth Smith is a financial advisor at Covenant Wealth Advisors, a firm located in Richmond, Virginia. Adam has been in the industry since 2014 and holds the Series 65 license. Adam specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. Covenant Wealth Advisors has a strong focus on high net worth individuals, with over 200 such clients. Adam is dedicated to 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.
Helps you choose top advisors aligned with your financial goals.
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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VA
12/04/2023 - Present
Covenant Wealth Advisors (RICHMOND VA)
IA
Issued 10/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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