Adam Dekker (CRD# 6281587) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Chandler, AZ and has over 9 years of experience in the finance industry. Adam Dekker 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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities, LLC | Jackson, TN | Jun 2021 - Current | 2 |
| Meredith Dekker Financial Services, LLC | Chandler, AZ | Nov 2020 - Current | 3 |
| Meredith Dekker Financial Services, LLC | Chandler, AZ | Jul 2013 - Current | 10 |
| Sutterfield Financial Group | Chandler, AZ | Jul 2013 - Apr 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- AZ
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Total Assets Under Management1,463MILLIONS
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Total Number of Accounts10,311ACCOUNTS
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Average Account Value$141,919
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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