Lawrence AdamCRD Number: 2281395
Current Firm: Raymond James & Associates, Inc.
Lawrence Adam (CRD# 2281395) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Baltimore, MD and has over 26 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Raymond James & Associates, Inc.||Baltimore, MD||Nov 2018 - Current||3|
|Loyola University||Baltimore, MD||Nov 2018 - Current||3|
|Loyola University Maryland||Baltimore, MD||Nov 2018 - Current||3|
|Deutsche Bank Securities Inc.||Baltimore, MD||Oct 2014 - Nov 2018||4|
|Deutsche Bank Securities Inc.||New York, NY||Jan 2001 - Oct 2014||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1995|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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