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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 Munger is a financial advisor with Savant Wealth Management, a firm with over $50 billion in assets under management. Adam has been in the financial industry since 2008 and holds both Series 63 and Series 66 licenses. He also has a Series 7 license, and has passed the SIE exam. Adam has worked at several firms, including TD Ameritrade and Scottrade. Adam specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. He has been recognized as a Certified Financial Planner.
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.
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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AL
12/04/2023 - Present
Savant Wealth Management (Huntsville AL)
AL
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (HUNTSVILLE AL)
AL
05/12/2010 - 02/26/2018
SCOTTRADE, INC. (HUNTSVILLE AL)
TN
03/31/2008 - 05/07/2010
FIDELITY BROKERAGE SERVICES LLC (GERMANTOWN TN)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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