Adam Satterfield (CRD# 6986461) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 5 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 1492056
Fortune Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Greer, SC | Aug 2018 - Current | 5 |
| Tiaa | Greer, SC | Aug 2018 - Current | 5 |
| Second Baptist Church Of Kings Mountain | Kings Mountain, NC | Aug 2017 - Aug 2022 | 5 |
| University Of North Carolina At Charlotte | Charlotte, NC | Jan 2015 - Aug 2018 | 3 |
| Uncc Department Of Housing And Residence Life | Charlotte, NC | Aug 2015 - May 2018 | 2 |
| Latin American Chamber Of Commerce Of Charlotte | Charlotte, NC | Jan 2018 - Apr 2018 | < 1 |
| Food Lion | Kings Mountain, NC | Jun 2016 - Jul 2017 | 1 |
| Lowe's Home Improvement | Shelby, NC | Jun 2015 - Aug 2015 | < 1 |
| Cleveland Community College | Shelby, NC | Aug 2014 - Dec 2014 | < 1 |
| Kings Mountain High School | Kings Mountain, NC | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2018 |
- SC
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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