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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 Robert Crittenden is a financial advisor with Commonwealth Financial Network. Adam has been in the industry since 1999 and currently works in the Waltham, MA branch office. Adam holds both a Series 63 and 66 license for securities and has been licensed as a Registered Representative for the firm since 2024. Adam has previously worked for both OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, INC. in Tempe, AZ. Adam holds Series 7, 9, 10 and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
07/02/2024 - Present
Commonwealth Financial Network (WALTHAM MA)
AZ
09/01/2023 - 07/05/2024
OSAIC WEALTH, INC. (TEMPE AZ)
AZ
04/12/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
04/07/1998 - 12/19/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 09/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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