Brian AdamsCRD Number: 6059380
Current Firm: Rbc Capital Markets, LLC
Brian Adams (CRD# 6059380) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lincoln, NE and has over 10 years of experience in the finance industry.
Lpl Financial LLC
Ubs Financial Services Inc.
Lpl Financial LLC
|City National Bank||Lincoln, NE||May 2021 - Current||1|
|Rbc Capital Markets, LLC||Lincoln, NE||Jan 2021 - Current||2|
|Ubs Financial Services, Inc.||Lincoln, NE||May 2012 - Jan 2021||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management183,481MILLIONS
Total Number of Accounts423,124ACCOUNTS
Average Account Value$433,634
- 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 pooled investment vehicles (other than investment companies)
- 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, 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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