Adam Wilson, financial advisor Eugene OR

Adam Wilson

CRD Number: 5970996
Current Firm: Lpl Financial LLC

Adam Wilson (CRD# 5970996) is an Investment Advisor Representative working at Lpl Financial LLC in Eugene, OR and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Eugene, OR Sep 2018 - Current 5
Various Insurance Carriers For W & R Insurance Agencies Springfield, OR Dec 2011 - Sep 2018 6
Waddell & Reed, Inc. Eugene, OR Aug 2011 - Sep 2018 7
Pitcher Investment LLC Boise, ID Jul 2011 - Sep 2018 7
Willamette Christian School Eugene, OR Aug 2017 - Oct 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Adam W. Wilson
Phone Number: 704-733-3300
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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