Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Todd is a financial advisor with over 10 years of experience in the industry. Adam is currently registered with Lion Street Advisors, LLC. Adam specializes in financial planning, pension consulting, and selection of other advisors. Adam is also a registered investment advisor in the state of Texas. Prior to joining Lion Street Advisors, LLC, Adam was employed by Woodbury Financial Services, Inc., Madison Avenue Securities, Inc., and Signator Investors, Inc.
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.
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.
1
2
TX
04/28/2017 - Present
Lion Street Advisors, LLC (Tyler TX)
TX
09/10/2010 - 05/01/2017
WOODBURY FINANCIAL SERVICES, INC. (TYLER TX)
TX
05/14/2008 - 07/01/2010
MADISON AVENUE SECURITIES, INC. (PLANO TX)
TX
05/16/2007 - 05/20/2008
SIGNATOR INVESTORS, INC. (DALLAS TX)
IA
Issued 06/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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