Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Oerther is a Certified Financial Planner and has been in the industry since May 2012. Adam is currently registered as an Investment Advisor Representative with B&C Financial Advisors. Adam has been with B&C Financial Advisors since January 2016. Adam is licensed in Florida. Adam's firm manages assets for high-net-worth individuals, corporations, and other businesses. They also manage assets for pension and profit-sharing plans and charitable organizations. B&C Financial Advisors offers advisory services including financial planning, portfolio management for individuals, and pension consulting.
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.
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.
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FL
10/24/2012 - Present
B&C Financial Advisors (PONTE VEDRA BEACH FL)
IA
Issued 08/30/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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