David AdamsonCRD Number: 2948548
Current Firm: W&s Brokerage Services, Inc.
David Adamson (CRD# 2948548) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Orland Park, IL and has over 26 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Goldstone Financial Group, LLC
Hightower Advisors, LLC
|W&s Brokerage Services||Cincinnati, OH||Mar 2014 - Current||9|
|Western Southen Life||Orland Park, IL||Feb 2014 - Current||9|
|Metropolitan Life Insurance Company||Orland Park, IL||Sep 1997 - Feb 2014||16|
|Metlife Securities Inc.||Orland Park, IL||Sep 1997 - Feb 2014||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S65||NASAA Investment Advisors Law Examination||Aug 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management54MILLIONS
Total Number of Accounts233ACCOUNTS
Average Account Value$231,060
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV
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