Adam FeeneyCRD Number: 6636835
Current Firm: Cornerstone Wealth
Adam Feeney (CRD# 6636835) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Ameriprise Financial Services, LLC||Dunedin, FL||Oct 2020 - Current||1|
|Unemployed||Columbia, SC||Mar 2020 - Sep 2020||< 1|
|Raymond James Financial Services, Inc.||Columbia, SC||Feb 2020 - Feb 2020||< 1|
|Lpl Financial LLC||Lexington, SC||Jan 2019 - Jan 2020||1|
|Level Four Advisory Services||Lexington, SC||Jan 2019 - Jan 2020||1|
|Berry Financial Group||Lexington, SC||Jan 2019 - Jan 2020||1|
|Cary Stamp & Company||Jupiter, FL||Feb 2018 - Nov 2018||< 1|
|Commonwealth Financial Network||New York, NY||Feb 2018 - Nov 2018||< 1|
|Unemployed||Columbia, SC||Sep 2017 - Jan 2018||< 1|
|Lpl Financial LLC||Columbia, SC||Jun 2017 - Aug 2017||< 1|
|Gwn Securities Inc.||Palm Beach Gardens, FL||Mar 2017 - Jun 2017||< 1|
|Unemployed||Columbia, SC||Nov 2016 - Feb 2017||< 1|
|The Lifewealth Group||Orlando, FL||Dec 2015 - Oct 2016||< 1|
|G.f. Investment Services||Orlando, FL||Dec 2015 - Oct 2016||< 1|
|Unemployed||Columbia, SC||Sep 2014 - Nov 2015||1|
|Wells Fargo Bank||Lexington, SC||Oct 2012 - Aug 2014||1|
|Morgan Stanley||Columbia, SC||Jun 2012 - Sep 2012||< 1|
|University Of South Carolina||Columbia, SC||Aug 2009 - Aug 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management1,066MILLIONS
Total Number of Accounts4,875ACCOUNTS
Average Account Value$218,741
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WY
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