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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 Plotkin is an investment advisor representative registered with Davidson Investment Advisors, Inc. and is located in Richmond, VA. Adam's professional experience began at UBS PaineWebber Inc. in 2000 and continued with Caprin Asset Management, LLC in 2002. Adam joined Davidson Investment Advisors, Inc. in March 2023. Adam is licensed to provide investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Davidson Investment Advisors, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm specializes in providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
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.
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VA
03/13/2023 - Present
Davidson Investment Advisors, Inc. (Richmond VA)
NJ
07/20/2000 - 12/02/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 07/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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