Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kearns is a financial advisor with over 20 years of experience in the financial services industry. He currently works at LPL Financial LLC, where he provides a wide range of financial services to individuals, families, and businesses. Adam has held previous positions at CETERA Investment Services LLC, INFINEX INVESTMENTS, INC., ESSEX NATIONAL SECURITIES, LLC, LPL FINANCIAL LLC, NATCITY INVESTMENTS, INC., FORTUNE FINANCIAL SERVICES, INC., and INVESTORS CAPITAL CORP. Adam holds licenses to conduct business in many states and has a broad range of experience serving clients across the country.
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
PA
01/04/2018 - Present
LPL Financial LLC (CANONSBURG PA)
PA
11/01/2016 - 01/05/2018
CETERA INVESTMENT SERVICES LLC (MCMURRAY PA)
PA
10/14/2015 - 11/03/2016
INFINEX INVESTMENTS, INC. (Washington PA)
PA
03/28/2014 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (MCMURRAY PA)
PA
09/08/2009 - 04/01/2014
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
03/17/2006 - 09/08/2009
NATCITY INVESTMENTS, INC. (BRIDGEVILLE PA)
PA
11/17/2005 - 03/10/2006
FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)
MA
08/28/2003 - 11/21/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IA
Issued 06/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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