Adam Savanick, financial advisor Harrisonburg VA

Adam Savanick

CRD Number: 5312786
Current Firm: Concourse Financial Group Advisors

Adam Savanick (CRD# 5312786) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Harrisonburg, VA and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Concourse Financial Group Securities Inc. Harrisonburg, VA Sep 2012 - Current 11
(dba) Ld&b Insurance Agency Harrisonburg, VA Aug 2011 - Current 12
Ld&b Insurance And Financial Services Harrisonburg, VA Aug 2011 - Current 12
Bna Stores Inc. Scottdale, PA Oct 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Sep 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Adam D. Savanick
Phone Number: 800-288-3035
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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