Adam
Makkai
Advisory Services Network
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About this Advisor
Adam Makkai is a chartered financial analyst working out of Atlanta, Georgia with a total of 5 years of industry experience. Makkai is on the advisory team at Advisory Services Network. Over the course of their career, they have held roles at Regis University, Gallacher Capital Management, LLC, Lpl Financial, LLC, Western Wealth Management, LLC, Advisory Services Network, LLC, Northwest Asset Management and Makkai Capital Management. Makkai holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado, Nebraska and Texas. Advisory Services Network is a firm based out of Atlanta, GA. The investment advisory business has offices in 84 locations and a total of 212 financial advisors. It handles $6 billion in total assets between its 22,847 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 21 charities and foundations. Of its 22,847 accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually vary depending on which service is offered. Fees billed by Advisory Services Network can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisory Services Network Brokerage Details
$5,772,354,974
212
22,847
$252,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Adam Makkai Work History
Adam has been registered as a financial advisor for 5 years.*
Advisory Services Network, LLC
Regis University
Northwest Asset Management
Makkai Capital Management
Western Wealth Management, LLC
Gallacher Capital Management, LLC
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Makkai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advisory Services Network
Orlando, FL
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Rockledge, FL
Atlanta, GA
Eagle River, AK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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