Adam SilvaCRD Number: 7473603
Current Firm: Alliance Advisory & Securities, Inc.
Adam Silva (CRD# 7473603) is an Investment Advisor Representative working at Alliance Advisory & Securities, Inc. in Westlake Village, CA and has 1 year of experience in the finance industry.
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.p. Morgan Securities LLC
|Alliance Advisory & Securities, Inc.||Westlake Village, CA||Sep 2021 - Current||< 1|
|Red Rhino Leak Detection||Burbank, CA||Apr 2021 - Sep 2021||< 1|
|Pac Properties||North Hollywood, CA||Oct 2017 - Feb 2021||3|
|Grace Security||Sun Valley, CA||Mar 2015 - May 2019||4|
|Dobbs Tire & Auto Centers||High Ridge, MO||Nov 2012 - Jan 2015||2|
|Unemployed||Kennewick, WA||Sep 2012 - Nov 2012||< 1|
|Skills Development Mission||Kennewick, WA||Sep 2011 - Sep 2012||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management357MILLIONS
Total Number of Accounts1,692ACCOUNTS
Average Account Value$210,996
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AZ, CA, ID, NC, NV, OR, TX, WA
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