TrueAdvisor
TrueAdvisor
AW
CFA
AW
CFA

Adam Vernon Waszkowski

Namcoa
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Namcoa
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
291 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$312.3M

Fee Structure

Financial Planning:Included in AUM fee

Location

107 Kilson Drive, Suite 206, Mooresville, NC, 28117

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Namcoa
February 2013 - Present · 13 yrs
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - May 2011 · 1 yr 11 mos
Citigroup Global Markets INC.
May 2008 - June 2009 · 1 yr 1 mo
State Registrations15 states
AZCAFLILMIMSNCNYOHORPASCTXVAWV
Advisor
Exams
No exam information available for this advisor.