Adam Trask (CRD# 6624797) is an Investment Advisor Representative working at Burnham & Company LLC in Grand Rapids, MI and has over 7 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burnham & Dells Advisors | Grand Rapids, MI | Feb 2020 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- ME
- MI
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts214ACCOUNTS
-
Average Account Value$478,094
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
ME, MI
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