Adam McGrath (CRD# 6934334) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cynthiana, KY and has over 5 years of experience in the finance industry.
CRD# 1061144
Ameriprise Financial Services, LLC
CRD# 6001027
Edward Jones
CRD# 6184002
Meridian Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Bank | Lexington, KY | Mar 2023 - Current | 1 |
| Fifth Third Securities | Lexington, KY | Mar 2023 - Current | 1 |
| Jpmorgan Chase Bank N.a. | Nicholasville, KY | Mar 2018 - Mar 2023 | 5 |
| Jpmorgan Securities LLC | Nicholasville, KY | Mar 2018 - Mar 2023 | 5 |
| Jax | Lexington, KY | Jun 2018 - Feb 2023 | 4 |
| Bella Notte | Lexington, KY | Mar 2016 - Mar 2018 | 2 |
| Palmers Fresh Grill | Lexington, KY | Apr 2015 - Mar 2018 | 2 |
| Commercial Insurance Service Corp | Lexington, KY | Nov 2009 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
| S63 | Uniform Securities State Law Examination | Jun 2018 |
- KY
-
Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
-
Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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