Adam StockstillCRD Number: 4579789
Current Firm: Golden Capital Management, LLC
Adam Stockstill (CRD# 4579789) is an Investment Advisor Representative working at Golden Capital Management, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Foreside Fund Services, LLC||Charlotte, NC||Aug 2014 - Current||3|
|Golden Capital Management||Charlotte, NC||Jun 2001 - Current||16|
|Foreside Fund Services, LLC||Charlotte, NC||Jun 2005 - Jun 2010||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
|S63||Uniform Securities State Law Examination||Feb 2015|
Total Assets Under Management8,865MILLIONS
Total Number of Accounts2,118ACCOUNTS
Average Account Value$4,185,387
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, 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