Adam Beers (CRD# 6165597) is an Investment Advisor Representative working at Captrust in Bethlehem, PA and has over 10 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Securities LLC | Raleigh, NC | Apr 2020 - Current | 4 |
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Apr 2020 - Current | 4 |
| Jason Espenshade | Center Valley, PA | Jun 2018 - Current | 5 |
| Northwestern Mutual Investment Sevices LLC | Center Valley, PA | Jul 2018 - Apr 2020 | 1 |
| Bank Of America | Whitehall, PA | Oct 2015 - Jun 2018 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Whitehall, PA | Oct 2013 - Jun 2018 | 4 |
| Amg National Trust | Morristown, NJ | Jul 2014 - Oct 2015 | 1 |
| Unemployed | Northampton, PA | May 2014 - Jul 2014 | < 1 |
| Morgan Stanley | Bethlehem, PA | Oct 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- PA
-
Total Assets Under Management852,173MILLIONS
-
Total Number of Accounts100,603ACCOUNTS
-
Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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