Adam Simpson (CRD# 7377641) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kenly, NC and has over 2 years of experience in the finance industry.
CRD# 5909436
Corecap Advisors
CRD# 4216809
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Dec 2021 - Current | 2 |
| Thrivent Investment Management Inc. | Wendell, NC | Jun 2021 - Current | 2 |
| Thrivent Financial | Appleton, WI | Oct 2021 - Dec 2021 | < 1 |
| Riverwood Elementary | Clayton, NC | Oct 2014 - Jul 2021 | 6 |
| Wilson Christian Academy | Wilson, NC | Jun 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- NC
- TX
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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