Adam Weiner (CRD# 6613129) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, MI and has over 8 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Bloomfield Hills, MI | May 2019 - Current | 4 |
| Fsc Securities | Bloomfield Hills, MI | Oct 2018 - May 2019 | < 1 |
| American General Life Insurance | Woodland Hills, CA | Feb 2016 - Oct 2018 | 2 |
| Aig Capital Services, Inc. | Woodland Hills, CA | Feb 2016 - Oct 2018 | 2 |
| Hatmada LLC | Rochester, MI | Mar 2017 - Sep 2018 | 1 |
| General Motors | Warren, MI | Apr 2015 - Feb 2016 | < 1 |
| United States Navy | Coronado, CA | May 2001 - Jun 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- MI
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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