Adam Bonner, financial advisor Charleston SC
90 score

Adam Bonner

CRD Number: 6109762
Current Firm: Lpl Financial LLC

Adam Bonner (CRD# 6109762) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial North Charleston, SC Sep 2014 - Current 2
South State Bank Charleston, SC Sep 2014 - Current 2
Thrivent Financial For Lutherans Appleton, WI Jul 2013 - Sep 2014 1
Thrivent Investment Management Inc. Mt Pleasant, SC Mar 2013 - Sep 2014 1
Thrivent Financial For Lutherans Appleton, WI May 2013 - Jul 2013 < 1
Grove Medical Greenville, SC Dec 2012 - Mar 2013 < 1
Clemson University Clemson, SC Aug 2009 - Dec 2012 3
Greenville Tech Greenville, SC Aug 2007 - Aug 2009 2
Woodmont High School Piedmont, SC Aug 2003 - Aug 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Adam C. Bonner
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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