Kahlil Adames is a registered investment advisor, based in Cortland, NY, with 23 years of industry experience.
Location
141 Clinton Ave, Cortland, NY, 13045
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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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Kahlil operates under two DBAs for his LPL business: Visions Investment Services since February 2020 and Visions Wealth Management since November 2023. He dedicates minimal time to these activities during trading hours.
Employment History
Current Registrations
Visions Analysis LLCBroker
May 2020 - Present · 6 yrs
Visions Analysis LLC
May 2020 - Present · 6 yrs
LPL Financial LLC
February 2020 - Present · 6 yrs 3 mos
LPL Financial LLC
February 2020 - Present · 6 yrs 3 mos
LPL Financial LLCBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Cadaret Grant & CO INC
January 2018 - February 2020 · 2 yrs 1 mo
Cadaret, Grant & CO., INC.Broker
August 2017 - February 2020 · 2 yrs 6 mos
Cadaret Grant & CO INC
August 2017 - December 2017 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2014 - August 2017 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - August 2017 · 3 yrs 4 mos
LPL Financial LLC
May 2012 - May 2014 · 2 yrs
LPL Financial LLCBroker
May 2012 - May 2014 · 2 yrs
Hsbc Securities (USA) INC.
January 2008 - May 2012 · 4 yrs 4 mos
Hsbc Securities (USA) INC.Broker
January 2008 - May 2012 · 4 yrs 4 mos
Chase Investment Services CORP.
May 2007 - November 2007 · 6 mos
Chase Investment Services CORP.Broker
April 2004 - November 2007 · 3 yrs 7 mos
American Express Financial Advisors INC.Broker
June 2003 - March 2004 · 9 mos
Ids Life Insurance CompanyBroker
June 2003 - March 2004 · 9 mos
UBS Warburg LLCBroker
March 2002 - May 2003 · 1 yr 2 mos
State Registrations18 states
ALAZCACOCTDEFLGAMDMENCNHNYPASCVAVTWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.