AK
AK

Adam Kearns

22 Years of Experience
Canonsburg, PA
BrokerSells Insurance

Adam Kearns is a registered investment advisor at LPL Financial LLC, based in Canonsburg, PA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

6000 Town Center Blvd Ste 108, Canonsburg, PA, 15317

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Adam operates Adam M Kearns Wealth Advisor LLC and AK Wealth Management as DBAs for his LPL business, dedicating about a quarter of his time and full-time hours respectively during securities trading. He is also an agent for NSS Life, selling non-variable insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLC
January 2018 - Present · 8 yrs 4 mos
LPL Financial LLC
January 2018 - Present · 8 yrs 4 mos
LPL Financial LLCBroker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Cetera Investment Services LLCBroker
November 2016 - January 2018 · 1 yr 2 mos
Cetera Investment Advisers LLC
November 2016 - January 2018 · 1 yr 2 mos
Infinex Investments, INC.
October 2015 - November 2016 · 1 yr 1 mo
Infinex Investments, INC.Broker
October 2015 - November 2016 · 1 yr 1 mo
Essex National Securities, LLC
March 2014 - October 2015 · 1 yr 7 mos
Essex National Securities, LLCBroker
March 2014 - October 2015 · 1 yr 7 mos
LPL Financial LLC
June 2012 - April 2014 · 1 yr 10 mos
LPL Financial LLCBroker
September 2009 - April 2014 · 4 yrs 7 mos
Natcity Investments, INC.Broker
March 2006 - September 2009 · 3 yrs 6 mos
Fortune Financial Services, INC.Broker
November 2005 - March 2006 · 4 mos
Investors Capital CORP.Broker
August 2003 - November 2005 · 2 yrs 3 mos
State Registrations27 states
AKAZCACODCFLGAILINKYMEMIMNMONCNJNVNYOHPASCTNTXUTVAVTWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Adam Kearns - Financial Advisor | TrueAdvisor