Adam ShelpCRD Number: 5966447
Current Firm: Janney Montgomery Scott LLC
Adam Shelp (CRD# 5966447) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Kingston, PA and has over 5 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Janney Montgomery Scott||Kingston, PA||Aug 2011 - Current||6|
|Bloomsburg University||Bloomsburg, PA||Sep 2009 - Aug 2011||1|
|Penn State University||Dallas, PA||Sep 2005 - Aug 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management19,593MILLIONS
Total Number of Accounts60,602ACCOUNTS
Average Account Value$323,312
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV