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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 Turnquist is a financial advisor with LPL Financial LLC. Adam has been in the industry since 2012 and holds the Series 63, SIE, Series 87, and Series 7 licenses. Adam is registered in South Carolina and Wisconsin. Adam previously worked with PIPER SANDLER & CO. and U.S. BANCORP INVESTMENTS, INC.. Adam specializes in providing financial advice and services to a wide range of clients, including individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
12/01/2022 - Present
LPL Financial LLC (FORT MILL SC)
WI
02/29/2016 - 10/25/2022
PIPER SANDLER & CO. (Milwaukee WI)
MN
04/09/2012 - 03/04/2016
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BC
Issued 04/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2016
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/02/2016
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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