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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 Gulledge is a financial advisor with over 10 years of experience in the industry. Adam is a Certified Financial Planner™ professional and holds Series 63, 65, 7 and SIE licenses. Currently, Adam is a registered investment advisor representative for Fisher Investments in Plano, TX, and Camas, WA. Adam previously worked as a registered representative for TD Ameritrade, Inc. and Phillips & Company in Portland, OR. Adam's experience includes working with high-net-worth individuals, corporations, investment companies, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans. Adam's specializations include portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/10/2018 - Present
Fisher Investments (PLANO TX)
OR
11/27/2012 - 01/11/2018
TD AMERITRADE, INC. (PORTLAND OR)
OR
12/17/2009 - 11/13/2012
PHILLIPS & COMPANY (PORTLAND OR)
BC
Issued 01/07/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
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Inactive
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