Adam Skousen (CRD# 7628991) is an Investment Advisor Representative working at Harvard Avenue Investment Advisory in Gilbert, AZ and has 1 year of experience in the finance industry.
CRD# 4060469
Raymond James & Associates, Inc.
CRD# 2485377
Ae Wealth Management, LLC
CRD# 5720193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harvard Avenue Investment Advisory | Gilbert, AZ | Sep 2022 - Current | 1 |
| Brigham Young University | Provo, UT | Aug 2018 - Current | 5 |
| Mesquite High School | Gilbert, AZ | Aug 2012 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- AZ
- UT
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts335ACCOUNTS
-
Average Account Value$129,857
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, TX, UT
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