Donald Adams, financial advisor Neodesha KS

Donald Adams

CRD Number: 1272475
Current Firm: Lpl Financial LLC

Donald Adams (CRD# 1272475) is an Investment Advisor Representative working at Lpl Financial LLC in Neodesha, KS and has over 33 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial Corporation Neodesha, KS Sep 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Donald E. Adams
Phone Number: 704-733-3300
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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