Adam D'acierno, financial advisor Bastrop TX
88 score

Adam D'acierno

CRD Number: 6325618
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Adam D'acierno (CRD# 6325618) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Bastrop, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Bastrop, TX Jun 2014 - Current 2
Liberty Mutual Insurance Austin, TX Nov 2013 - Jun 2014 < 1
Paycom Austin, TX Mar 2013 - Nov 2013 < 1
Liberty Mutual Insurance Austin, TX Feb 2012 - Mar 2013 1
Texas State University- San Marcos San Marcos, TX Jan 2008 - Feb 2012 4
Anderson High School Austin, TX Jan 2004 - Jan 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Adam G. D'acierno
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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