Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Moroni Dawson is a financial advisor at Capstone Capital Wealth Advisors, with over 20 years of experience in the financial services industry. Adam has held previous roles at Park Avenue Securities and LPL Financial Corporation. He is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Adam specializes in providing financial planning and portfolio management services to high-net-worth individuals, families, and businesses. He also has experience working with charitable organizations and banking institutions. Adam is a published author of two investment-related books, “Timeless Principles of Financial Security” and “Chasing Chances”, which are sold on Amazon and through other bookstores. He is also an insurance broker, and he spends less than 5% of his time engaged in insurance-related business during securities trading hours.
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.
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.
1
2
NV
09/06/2024 - Present
Capstone Capital Wealth Advisors (HENDERSON NV)
NV
12/23/2008 - 05/20/2016
PARK AVENUE SECURITIES LLC (LAS VEGAS NV)
NV
04/09/2007 - 12/22/2008
LPL FINANCIAL CORPORATION (LAS VEGAS NV)
NV
09/08/2004 - 05/07/2007
PARK AVENUE SECURITIES LLC (LAS VEGAS NV)
IA
09/26/2001 - 09/08/2004
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
MN
12/21/2000 - 06/04/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/21/2000 - 06/04/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Adam Dawson is the right advisor for you? Invested Better is here to help.
