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Brandon K Adams

RKL Private Wealth

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About Brandon K Adams

Brandon K. Adams is a financial advisor currently registered with RKL Private Wealth. Brandon has been in the industry since 2012 and has experience working with a wide range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Brandon specializes in financial planning, portfolio management for individuals, and selection of other advisors. In addition to holding a Series 66, Series 7, and SIE licenses, Brandon is also a Chartered Financial Analyst. Brandon's prior experience includes work with American Portfolios Financial Services, Inc.

Firm Information

Brandon Adams is currently registered with RKL Private Wealth. RKL Private Wealth, based in Lancaster, PA, is an investment advisor with approximately $1.8 billion in regulatory assets under management. They offer a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
RKL Private Wealth

1800 FRUITVILLE PIKE

LANCASTER, PA 17601

$1.80B

Assets Under Management

9

Total Clients

22

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Adams’s Registration & Firm History

PA

12/07/2016 - Present

RKL Private Wealth (LANCASTER PA)

PA

05/02/2012 - 11/18/2016

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LANCASTER PA)

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Licenses & Designations

BOTH

Issued 06/15/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon K Adams.
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