Adam WiatrakCRD Number: 2968683
Current Firm: Western International Securities
Adam Wiatrak (CRD# 2968683) is an Investment Advisor Representative working at Western International Securities in Mill Valley, CA and has over 19 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Western International Securities||Pasadena, CA||Nov 2013 - Current||3|
|Gbs Financical Corp||Santa Rosa, CA||Jul 2008 - Current||8|
|Headlands Appraisal||Sausalito, CA||Jan 2008 - Current||9|
|Quest Capital Strategies||Laguna Hills, CA||Apr 2008 - Jun 2008||< 1|
|Wachovia||Navato, CA||Jan 2003 - Nov 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management900MILLIONS
Total Number of Accounts3,400ACCOUNTS
Average Account Value$264,706
- 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
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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