Adam Vaal (CRD# 6117952) is an Investment Advisor Representative working at Vaal Financial, LLC in Indianapolis, IN and has over 10 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vaal Financial, LLC | Indianapolis, IN | Oct 2017 - Current | 6 |
| Twg Development, LLC | Indianapolis, IN | Sep 2018 - Feb 2023 | 4 |
| Crea | Indianapolis, IN | Aug 2017 - Sep 2018 | 1 |
| Unemployed | Indianapolis, IN | May 2017 - Aug 2017 | < 1 |
| Foliodynamix | Sacramento, CA | Sep 2016 - May 2017 | < 1 |
| Choice Investment Services | Evansville, IN | May 2016 - Sep 2016 | < 1 |
| Lincoln Financial Securities Corporation | Evansville, IN | Sep 2015 - May 2016 | < 1 |
| Pnc Investments | Indianapolis, IN | May 2015 - Aug 2015 | < 1 |
| Pnc Bank | Indianapolis, IN | May 2015 - Aug 2015 | < 1 |
| Unemployed | Indianapolis, IN | Feb 2015 - May 2015 | < 1 |
| Edward Jones | St Louis, MO | May 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- IN
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$29,190
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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