Brandon AdamsCRD Number: 5372026
Current Firm: Ambassador Advisors, LLC
Brandon Adams (CRD# 5372026) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 4 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Ambassador Advisors, LLC||Lancaster, PA||Jan 2012 - Current||5|
|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 Management385MILLIONS
Total Number of Accounts3,949ACCOUNTS
Average Account Value$97,429
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO, DE, FL, GA, LA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA