Adam ReughCRD Number: 5624971
Current Firm: Financial Advocates Investment Management
Adam Reugh (CRD# 5624971) is an Investment Advisor Representative working at Financial Advocates Investment Management in Kailua-kona, HI and has over 8 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Raymond James Financial Services Advisors, Inc.
|Financial Advocates Investment Management||Kaukya-kona, HI||Mar 2015 - Current||3|
|Icm Asset Management, Inc.||Spokane, WA||Oct 2012 - Mar 2015||2|
|Unemployed||Sammamish, WA||May 2012 - Sep 2012||< 1|
|Mutual Of America Life Insurance Company||Seattle, WA||Dec 2010 - Apr 2012||1|
|Mutual Of America Securities Corporation||Seattle, WA||Dec 2010 - Apr 2012||1|
|Northwestern Mutual||Seattle, WA||Oct 2008 - Dec 2010||2|
|Northlake Tavern||Seattle, WA||Dec 2007 - Oct 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2010|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management2,779MILLIONS
Total Number of Accounts16,010ACCOUNTS
Average Account Value$173,577
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, LA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WY
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