Unclaimed
Adrienne Martain Black is an Investment Advisor Representative with The Caprock Group, LLC. Adrienne has been in the financial services industry for over 16 years and is registered with the state of Utah. Adrienne holds the Series 66, Series 7, and SIE exams. Adrienne's current firm specializes in Wealth Management & 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.
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.
Wealth management & consulting
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.
1
2
ID
03/22/2022 - Present
THE Caprock Group, LLC (BOISE ID)
UT
04/02/2018 - 03/08/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 10/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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