Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam White is a financial advisor with Robert W. Baird & Co. Inc. with over 10 years of experience in the industry. Adam holds Series 6, 7, 63, and 66 licenses and the SIE exam. Adam's previous experience includes Eaton Vance Distributors, Inc and Eaton Vance Management. Adam White is registered in 30 states and is an active advisor in California and Massachusetts. Adam White's primary office location is in San Francisco, California.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CA
01/12/2023 - Present
Robert W. Baird & Co. Inc. (SAN FRANCISCO CA)
MA
11/21/2012 - 07/21/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 04/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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