Adrian Neal (CRD# 5432414) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 16 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Vancouver, WA | Jul 2021 - Current | 2 |
Colleen Lenard | Vancouver, WA | Dec 2019 - Jul 2021 | 1 |
Various Insurance Carriers For W & R Insurance Agencies | Camas, WA | Dec 2007 - Jul 2021 | 13 |
Waddell & Reed, Inc. | Vancouver, WA | Sep 2007 - Jul 2021 | 13 |
Brooks Sports Inc. | Seattle, WA | Jan 2019 - Dec 2020 | 1 |
Seasons Group, Inc. | Colorado Springs, CO | Jan 2017 - Dec 2019 | 2 |
Brain 7 | Colorado Springs, CO | May 2015 - Dec 2019 | 4 |
American Diabetes Association | Colorado Springs, CO | Apr 2013 - Dec 2019 | 6 |
Eileen Koenig | Colorado Springs, CO | Jul 2009 - Dec 2019 | 10 |
Rocky Mountain Community Land Trust | Colorado Springs, CO | Mar 2019 - Nov 2019 | < 1 |
Landsharks Running Club | Colorado Springs, CO | Oct 2017 - Oct 2019 | 2 |
Kirby Shineman | Colorado Springs, CO | Jul 2009 - Dec 2017 | 8 |
Boulder Running Company | Colorado Springs, CO | Jan 2008 - Dec 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- TX
- WA
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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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