Adam Dawson, financial advisor Henderson NV

Adam Dawson

CRD Number: 4302052
Current Firm: Capstone Capital Wealth Advisors

Adam Dawson (CRD# 4302052) is an Investment Advisor Representative working at Capstone Capital Wealth Advisors in Henderson, NV and has over 23 years of experience in the finance industry. Adam Dawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Capstone Capital Llc D/b/a Capstone Capital Wealth Advisors Henderson, NV Dec 2021 - Current 2
Guardian Life Insurance Company Of America Las Vegas, NV Sep 2004 - Current 19
Capstone Capital Group Henderson, NV May 2016 - Dec 2021 5
Park Avenue Securities Las Vegas, NV Dec 2008 - May 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Adam M. Dawson
Phone Number: 702-433-7588
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    314
    MILLIONS
  • Total Number of Accounts
    732
    ACCOUNTS
  • Average Account Value
    $428,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NE, NV, TX, UT

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