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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 Michael Delaughter is a financial advisor with Raymond James Financial Services Advisors, Inc., a registered investment advisor with over 344 billion dollars in regulatory assets under management. Adam Delaughter is a Registered Representative in Iowa, Nebraska, and Texas and a Registered Investment Advisor Representative in Iowa and Nebraska. Adam Delaughter has over 24 years of experience in the financial services industry. Adam Delaughter previously worked at First National Capital Markets, H.D. Vest Investment Services, Ameritrade, Inc., Datek Online Financial Services LLC, and Ameritrade. Adam Delaughter has earned the following designations: Series 4, Series 7, Series 24, and Series 63. Adam Delaughter specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Adam Delaughter also provides educational seminars and other financial resources to help clients reach 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
11/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (Omaha NE)
NE
06/08/2012 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
NE
12/14/2005 - 06/11/2012
H.D. VEST INVESTMENT SERVICES (OMAHA NE)
NE
01/02/2002 - 10/21/2005
AMERITRADE, INC. (OMAHA NE)
NJ
09/06/2002 - 10/24/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
03/12/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
IA
Issued 04/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2004
Series 4 - Registered Options Principal Examination
BC
Issued 03/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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