Adam Tuttle (CRD# 6468478) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mason, MI and has over 8 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oracle Financial Solutions | Mason, MI | May 2020 - Current | 3 |
| Allstate Insurance Company | Dublin, OH | Jan 2017 - May 2020 | 3 |
| Allstate Insurance Company | Farmington Hills, MI | Dec 2014 - Dec 2017 | 3 |
| Allstate Insurance Company | Northbrook, IL | Apr 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- AZ
- CA
- FL
- IL
- IN
- MI
- MN
- NC
- OH
- PA
- TX
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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