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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pierre? Claim Your ProfilePierre Lemoine Adams is a registered investment advisor representative with Wealthharbor Capital Group, LLC, and ADG Wealth Management Group, LLC. Pierre has been working in the financial services industry since 1996. Pierre is licensed to offer investment advice in several states, including Alabama, Louisiana, Maryland, Mississippi, New Jersey, New York, and Texas. Pierre has a broad range of experience in providing investment advisory services to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Pierre's firm, Wealthharbor Capital Group, LLC, specializes in providing investment advisory services to high-net-worth individuals, pension and profit-sharing plans, and corporations. Pierre is committed to providing clients with personalized investment advice and strategies that meet their individual needs and goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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2
LA
06/25/2019 - Present
Wealthharbor Capital Group, LLC (METAIRIE LA)
LA
05/18/2010 - 08/23/2024
TRIAD ADVISORS LLC (METAIRIE LA)
LA
03/30/2000 - 05/21/2010
CROWN CAPITAL SECURITIES, L.P. (METAIRIE LA)
MA
03/31/1999 - 03/31/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
10/15/1996 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 11/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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