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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 Eagleston is a financial advisor with Formidable Asset Management, LLC. Adam has over 20 years of experience in the financial services industry. Adam holds the Series 7, 63, and 65 licenses. Adam is also a Chartered Financial Analyst (CFA). Adam specializes in providing financial planning, portfolio management, and pension consulting services. Adam has experience working with individuals, families, investment companies, and pooled investment vehicles. Adam is a licensed financial advisor in Ohio. Adam has previously worked at NCF Financial Services, Inc., NBC Capital Markets Group, Inc., Carolinas Investment Consulting LLC, and First Union Securities, Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
01/24/2020 - Present
Formidable Asset Management, LLC (CINCINNATI OH)
NC
01/19/2004 - 12/31/2004
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
TN
02/04/2002 - 12/04/2002
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
NC
05/21/2001 - 09/27/2001
CAROLINAS INVESTMENT CONSULTING LLC (CHARLOTTE NC)
MO
09/11/2000 - 05/24/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 03/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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