Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Smith is a financial advisor with over 20 years of experience in the industry. Adam is currently registered with Advisor Share Wealth Management and has held previous roles at Securities America, Inc., INVESTACORP, INC., IFS Securities, Summit Brokerage Services, Inc., LPL Financial LLC, Morgan Keegan & Company, Inc., J. B. Hanauer & Co., Wells Fargo Investments, LLC, NatCity Investments, Inc., NatCity Insurance Services, Inc., and Banc One Securities Corporation. Adam is a Series 7, 6, 63, 65, and 24 licensed advisor, and specializes in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses. Adam also provides financial planning, long-term care, and annuity insurance sales through Private Financial Counsel, LLC.
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.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
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2
FL
08/25/2023 - Present
Advisor Share Wealth Management (Bradenton FL)
FL
07/17/2020 - 04/23/2021
SECURITIES AMERICA, INC. (Bradenton FL)
FL
09/20/2019 - 07/17/2020
INVESTACORP, INC. (Bradenton FL)
GA
03/24/2016 - 09/21/2019
IFS SECURITIES (ATLANTA GA)
FL
08/26/2014 - 03/22/2016
SUMMIT BROKERAGE SERVICES, INC. (Lakewood Ranch FL)
FL
07/07/2006 - 09/08/2014
LPL FINANCIAL LLC (LAKEWOOD RANCH FL)
FL
01/05/2004 - 07/20/2006
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
NJ
06/02/2003 - 01/20/2004
J. B. HANAUER & CO. (PARSIPPANY NJ)
CA
11/08/2002 - 05/29/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
OH
07/12/2000 - 10/24/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
07/12/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
IL
02/08/2000 - 08/01/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 08/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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