Adam Halm (CRD# 5050733) is an Investment Advisor Representative working at Lpl Financial LLC in Chillicothe, OH and has over 18 years of experience in the finance industry. Adam Halm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6673546
Janney Montgomery Scott LLC
CRD# 2404862
Senior Advisor Group
CRD# 6568704
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Chillicothe, OH | Sep 2020 - Current | 3 |
| Adam Halm Investment Services, LLC | Chillicothe, OH | Sep 2013 - Current | 10 |
| Adam Halm Tax Service | Chillicothe, OH | Sep 2013 - Current | 10 |
| Lansing Insurance Agency | Chillicothe, OH | Sep 2006 - Current | 17 |
| Voya Financial Advisors | Chillicothe, OH | Sep 2014 - Aug 2020 | 5 |
| Ing Financial Partners | Chillicothe, OH | Oct 2005 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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