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Adam Richard French

Success Wealth Management LLC

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About Adam Richard French

Adam Richard French is a financial advisor with Success Wealth Management LLC. Adam Richard French has been in the industry since 2018. Adam Richard French is registered with the state of Oregon. Adam Richard French has passed the Series 6, Series 63, Series 65, and Series 6TO exams. Adam Richard French is licensed to offer investment advice to individuals, businesses, and other investment companies. Adam Richard French specializes in Financial Planning and Portfolio Management for Individuals.

Firm Information

Adam French is currently registered with Success Wealth Management LLC. Success Wealth Management LLC is a registered investment advisor based in Wexford, Pennsylvania. The firm provides financial planning and portfolio management services to individuals, corporations, and high net worth individuals. With 13 licensed agents, the firm manages approximately $66 million in assets. Success Wealth Management LLC has a strong track record of delivering personalized financial solutions to their clients. They are committed to helping their clients achieve their financial goals through a comprehensive approach to wealth management.
Success Wealth Management LLC

11676 PERRY HIGHWAY

WEXFORD, PA 15090

$66.00M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam French’s Registration & Firm History

OR

01/02/2025 - Present

Success Wealth Management LLC (PORTLAND OR)

OR

03/02/2018 - 09/08/2021

BANKERS LIFE SECURITIES, INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 03/05/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Adam Richard French. Review regulatory record here.
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