Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Robert Thalhimer is a financial advisor at Thompson Davis & CO., Inc. in Richmond, VA. Adam has been in the financial services industry since 2002 and has a broad range of experience in financial planning and portfolio management. Adam holds the Series 7, 86, 87, and SIE licenses as well as the Series 63, and has earned the Chartered Financial Analyst designation.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
08/29/2018 - Present
Thompson Davis & CO., Inc. (RICHMOND VA)
VA
01/02/2013 - 10/12/2016
BB&T SECURITIES, LLC (RICHMOND VA)
VA
09/24/2002 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
NJ
12/07/2001 - 08/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 05/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/18/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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