Clint
Adams

Lpl Financial LLC

CRD#4170630
Investment Advisor
in Dallas, TX
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About this Advisor

Clint Adams is a certified financial planner who works in Dallas, Texas, who has 12 years of professional experience. Adams currently works for Lpl Financial LLC. They have been an employee of Lpl Financial Llc for all of their career. Adams maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Lpl Financial LLC is a company operating in Dallas, Texas. The company has offices in 8,011 locations and a total of 22,703 people on staff. It administers $153 billion in assets across its 680,466 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 899 charitable organizations. Of its 680,466 accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Lpl Financial LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

17950 Preston Rd Ste 350
Dallas, TX 75252-5793

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

TX Average: $16,012,751,954
Total Number of Employees

22,790

TX Average: 118
Total Number of Accounts

786,525

TX Average: 4,567
Average Account Size

$202,281

TX Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Clint Adams Work History

Clint has 12 years of experience.

2006 - Present (13 years)

Lpl Financial, LLC

Disclosures

Clint Adams has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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