Adam Lodge, financial advisor Tulsa OK

Adam Lodge

CRD Number: 5664094
Current Firm: Mariner Wealth Advisors

Adam Lodge (CRD# 5664094) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 11 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Adams Hall Asset Management LLC Tulsa, OK Jan 2011 - Current 10
Nylife Securities LLC Oklahoma City, OK Sep 2009 - Dec 2010 1
New York Life Insurance Company Oklahoma City, OK Apr 2009 - Dec 2010 1
Unemployed Oklahoma City, OK Jan 2009 - Apr 2009 < 1
Kaiser Francis Oil Tulsa, OK Dec 2008 - Jan 2009 < 1
Southern Hills Baptist Church Tulsa, OK May 2008 - Dec 2008 < 1
Oklahoma State University Stillwater, OK Aug 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Adam J. Lodge
Phone Number: 913-904-5700
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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