Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Klick is a financial advisor with Fisher Investments, a firm managing over $298 billion in assets. Adam has been in the industry since 2013 and currently holds a Series 66 license. Adam is also a licensed investment advisor in California and Texas. Adam previously worked at Signator Investors, Inc. Adam is also the business owner of THE ADVENTURE INDEX.
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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CA
08/08/2023 - Present
Fisher Investments (SAN MATEO CA)
CA
08/02/2013 - 01/08/2018
SIGNATOR INVESTORS, INC. (SAN MATEO CA)
BOTH
Issued 03/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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