Adam Sinclair (CRD# 7026875) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 4 years of experience in the finance industry.
CRD# 1246048
Thrivent Advisor Network, LLC
CRD# 6253732
Isc Financial Advisors
CRD# 5609846
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cliftonlarsonallen Wealth Advisors, LLC | Tampa, FL | Apr 2021 - Current | 3 |
Charles Schwab & Company, Inc. | Coral Springs, FL | Jun 2019 - Apr 2021 | 1 |
Student | Orlando, FL | Jan 2019 - May 2019 | < 1 |
University Of Central Florida | Orlando, FL | Apr 2017 - Jan 2019 | 1 |
Brinker International Payroll Company | Orlando, FL | Sep 2016 - Apr 2017 | < 1 |
Student | Orlando, FL | Aug 2015 - Sep 2016 | 1 |
Kamp Kool-city Of Coral Springs Parks & Recreation | Coral Springs, FL | Jun 2016 - Aug 2016 | < 1 |
Bonefish Mac's Sports Grille | Coral Springs, FL | May 2015 - Aug 2015 | < 1 |
Student | Coral Springs, FL | Aug 2002 - May 2015 | 12 |
Vista Bmw | Coconut Creek, FL | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2020 |
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- FL
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Total Assets Under Management7,978MILLIONS
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Total Number of Accounts19,942ACCOUNTS
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Average Account Value$400,050
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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