Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan Adams is a financial advisor at LPL Financial LLC in Sandy Springs, GA. Donovan has over 15 years of experience in the financial industry. Donovan is registered with the state of Georgia and Texas. Donovan holds the Series 7, Series 66, and Series 24 licenses. Donovan is also a Certified Financial Planner. Donovan is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Donovan's primary focus is on helping clients achieve their financial goals through personalized strategies.
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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GA
01/06/2025 - Present
LPL Financial LLC (SANDY SPRINGS GA)
GA
09/03/2008 - 08/24/2018
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
BOTH
Issued 09/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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