Unclaimed
Adam Arrington is an Investment Advisor Representative with Fisher Investments in Plano, TX. Adam has been in the industry since 2012. Adam is a licensed Investment Advisor Representative in the state of Texas and has several industry certifications. Adam has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and Cetera Investment Services LLC. Adam also owns and manages rental properties.
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
09/20/2021 - Present
Fisher Investments (PLANO TX)
AL
09/23/2019 - 07/06/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
06/26/2017 - 08/08/2019
WELLS FARGO CLEARING SERVICES, LLC (HOMEWOOD AL)
MN
09/24/2014 - 12/05/2015
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
AL
10/30/2012 - 02/04/2013
AXA ADVISORS, LLC (BIRMINGHAM AL)
BOTH
Issued 10/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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