Anita AdamsCRD 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.
Lpl Financial LLC
Strategic Wealth Partners, Ltd.
|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|
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
Total Assets Under Management15,287MILLIONS
Total Number of Accounts178,912ACCOUNTS
Average Account Value$85,442
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.