Adam TraskCRD Number: 6624797
Current Firm: Burnham & Dells Advisors
Adam Trask (CRD# 6624797) is an Investment Advisor Representative working at Burnham & Dells Advisors in Grand Rapids, MI and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Fifth Third Securities, Inc.
|Burnham & Dells Advisors||Grand Rapids, MI||Feb 2020 - Current||< 1|
|The Huntington Investment Company||Columbus, OH||Mar 2018 - Jan 2020||1|
|The Huntington National Bank||Holland, MI||Jan 2018 - Jan 2020||2|
|Jp Morgan Chase||Grand Rapids, MI||Jul 2017 - Jan 2018||< 1|
|The Huntington Investment Company||Columbus, OH||Mar 2016 - Jul 2017||1|
|Huntington National Bank||South Haven, MI||Jun 2015 - Jul 2017||2|
|Manufactures Supply Company||Hudsonville, MI||Apr 2011 - Jun 2015||4|
|United States Army||Columbia, SC||Aug 2010 - Mar 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2016|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management313MILLIONS
Total Number of Accounts348ACCOUNTS
Average Account Value$899,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
ME, MI, NY
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