Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Robert is a financial advisor with LPL Financial LLC. Adam has been in the industry since January 10, 2014 and has a wide range of experience in providing financial planning and investment advice to individuals, businesses, and institutions. Adam is also a Certified Financial Planner™ professional, which means that Adam has met rigorous education and experience requirements and has passed a comprehensive exam to demonstrate expertise in financial planning. Adam is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Adam works out of the Plattsburgh, NY branch office and the Chazy, NY branch office of LPL Financial 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.
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
NY
04/06/2018 - Present
LPL Financial LLC (PLATTSBURGH NY)
BOTH
Issued 01/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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