Brandon AdamsCRD Number: 5372026
Current Firm: Rkl Wealth Management LLC
Brandon Adams (CRD# 5372026) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 5 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Rkl Wealth Management LLC||Lancaster, PA||Nov 2016 - Current||1|
|Ambassador Advisors, LLC||Lancaster, PA||Jan 2012 - Nov 2016||4|
|Cambridge Associates LLC||Arlington, VA||Sep 2008 - Dec 2011||3|
|Student||State College, PA||Jun 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management882MILLIONS
Total Number of Accounts2,144ACCOUNTS
Average Account Value$411,171
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, DE, FL, LA, MD, NH, NJ, NY, PA, SC, TX, VA
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