Adam Smith (CRD# 5738252) is an Investment Advisor Representative working at Covenant Wealth Advisors in Richmond, VA and has over 4 years of experience in the finance industry. Adam Smith has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Covenant Wealth Advisors | Richmond, VA | Dec 2023 - Current | < 1 |
Acorn Financial Advisory Services, Inc. | Reston, VA | Sep 2019 - Dec 2023 | 4 |
Acorn Financial Services | Reston, VA | Jan 2018 - Dec 2023 | 5 |
Glassman Wealth Services | Vienna, VA | May 2017 - Dec 2017 | < 1 |
Acorn Financial Services | Reston, VA | Oct 2014 - May 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- VA
-
Total Assets Under Management496MILLIONS
-
Total Number of Accounts1,023ACCOUNTS
-
Average Account Value$485,175
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MD, NC, NH, SC, TN, TX, VA
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