Adam Beers (CRD# 6165597) is an Investment Advisor Representative working at Captrust in Bethlehem, PA and has over 11 years of experience in the finance industry.
CRD# 6161273
Edward Jones
CRD# 1261791
Janney Montgomery Scott LLC
CRD# 4837731
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 |
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.