Tanner Bivens (CRD# 6994387) is an Investment Advisor Representative working at Mcadam LLC in Chicago, IL and has over 3 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Chicago, IL | Jun 2021 - Current | 2 |
| Ohio State University | Columbus, OH | Aug 2017 - May 2021 | 3 |
| W&s Brokerage Services | Cincinnati, OH | Jul 2018 - Dec 2020 | 2 |
| Western & Southern Life | Portsmouth, OH | Jun 2018 - Dec 2020 | 2 |
| Ac1 Communications | Wheelersburg, OH | Jul 2017 - May 2018 | < 1 |
| Wheelersburg Local Schools | Wheelersburg, OH | Jan 2008 - May 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- TX
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Total Assets Under Management1,739MILLIONS
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Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
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