Adam VandammeCRD Number: 6298039
Current Firm: Ubs Financial Services Inc.
Adam Vandamme (CRD# 6298039) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Ubs Financial Services Inc.||Charlotte, NC||Mar 2014 - Current||3|
|Unemployed||Wilmington, NC||May 2013 - Feb 2014||< 1|
|Maxim Healthcare Services||Wilmington, NC||Apr 2010 - May 2013||3|
|Corning Credit Union||Wilmington, NC||Aug 2008 - Apr 2010||1|
|Farmers Insurance||Moline, IL||Sep 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV