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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Earl Adams is a financial advisor with LPL Financial LLC based in Neodesha, KS. Donald has been in the financial services industry since September 1990. Donald is registered with the following securities authorities: Kansas, Texas. Donald is also licensed to provide investment advice in Kansas and Texas.
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
KS
09/08/2009 - Present
LPL Financial LLC (NEODESHA KS)
KS
04/30/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (NEODESHA KS)
KS
10/01/2002 - 05/01/2008
AMERICAN GENERAL SECURITIES INCORPORATED (NEODESHA KS)
TX
09/27/1990 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 08/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/06/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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