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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 Layne is a financial advisor with Janney Montgomery Scott LLC. Adam Layne has been in the financial services industry since 1995. Adam Layne is registered with the Securities and Exchange Commission (SEC) and has a Series 7, 9, 10, 63 and 65 license. Adam Layne has offices in Richmond, VA and Fredericksburg, VA. Adam Layne specializes in financial planning, portfolio management, pension consulting and selection of other advisors. Adam Layne's experience includes previous roles with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Adam Layne has been with Janney Montgomery Scott LLC since 2009. Adam Layne is a registered Investment Advisor Representative in Virginia and Texas.
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.
Fee plus commission
1
2
VA
04/16/2009 - Present
Janney Montgomery Scott LLC (RICHMOND VA)
VA
02/21/2006 - 02/03/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
MD
07/14/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
03/20/1996 - 05/16/1997
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/10/1994 - 08/08/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
IA
Issued 04/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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