Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Newman is a financial advisor at The Burney Co., a firm with over $1 billion to $10 billion in assets under management. Adam has been in the industry since 2010 and specializes in financial planning, portfolio management for individuals and investment companies. Adam is also a Certified Financial Planner. Adam is registered as an Investment Advisor Representative in South Carolina.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Tax preparation 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.
A percentage of the total value of assets under management is charged.
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2
SC
01/23/2023 - Present
THE Burney Co. (Indian Land SC)
PA
04/20/2011 - 09/04/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
10/18/2010 - 04/26/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEWTOWN PA)
BC
Issued 11/13/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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