Adam McCollum (CRD# 6912557) is an Investment Advisor Representative working at Wealth Management Northwest, Inc. in Pasco, WA and has over 5 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management Northwest, Inc. | Woodinville, WA | Apr 2019 - Current | 5 |
| Pruco Securities, LLC | Bellevue, WA | Feb 2018 - Apr 2019 | 1 |
| The Prudential Insurance Company Of America | Bellevue, WA | Feb 2018 - Apr 2019 | 1 |
| N/a | N/a, WA | Dec 2017 - Feb 2018 | < 1 |
| Private Advisory Group | Redmond, WA | Jun 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- OR
- WA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$141,463
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
OR, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.