Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you G? Claim Your ProfileG Adam Weingartner is a financial advisor with LPL Financial LLC, where G has been employed since August 2021. G has been in the financial industry since November 2007. G has a Series 7, Series 63, and SIE license. G holds a Chartered Financial Analyst designation and has been registered in 37 states. G is also a registered investment advisor in Ohio and Texas. G's previous experience includes working at Lincoln Financial Advisors Corporation from June 2006 to September 2021.
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
OH
08/30/2021 - Present
LPL Financial LLC (WESTERVILLE OH)
OH
11/16/2007 - 09/01/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
BC
Issued 04/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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