Anita Adams, financial advisor Avon OH

Anita Adams

CRD Number: 2657786
Current Firm: Lincoln Investment

Anita Adams (CRD# 2657786) is an Investment Advisor Representative working at Lincoln Investment in Avon, OH and has over 25 years of experience in the finance industry. Anita Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lincoln Investment Planning LLC Fort Washington, PA May 2017 - Current 3
Legend Advisory LLC Palm Beach Gardens, FL May 2017 - Sep 2019 2
The Huntington Investment Company Elyria, OH Feb 2017 - May 2017 < 1
Lpl Financial LLC Elyria, OH Sep 2013 - Feb 2017 3
Firstmerit Bank Elyria, OH Dec 2003 - Feb 2017 13
Firstmerit Advisors, Inc. Akron, OH Jan 2010 - Sep 2013 3
Firstmerit Financial Services, Inc. Lorain, OH Jan 2010 - Sep 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S65 NASAA Investment Advisors Law Examination Feb 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anita M. Adams
Phone Number: 215-887-8111
Registered State(s):
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    15,287
    MILLIONS
  • Total Number of Accounts
    178,912
    ACCOUNTS
  • Average Account Value
    $85,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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