Adam Threadgill (CRD# 6451623) is an Investment Advisor Representative working at Threadgill Financial, LLC in Spring, TX and has over 9 years of experience in the finance industry. Adam Threadgill 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.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Threadgill Financial, LLC | Houston, TX | Jan 2015 - Current | 9 |
| Allied Wealth Management | Houston, TX | Sep 2014 - Mar 2015 | < 1 |
| University Of Texas At Austin | Austin, TX | Jun 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- TX
-
Total Assets Under Management325MILLIONS
-
Total Number of Accounts861ACCOUNTS
-
Average Account Value$377,473
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
TX
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