AL
CFP · ChFC
AL
CFP · ChFC

Adam J Loedel

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
730 advisors
Number of Clients
131,206 clients
Average Client Portfolio
$284K average
Assets Under Management
$37.3B

Fee Structure

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Location

5900 N Burdick St., Suite 100, East Syracuse, NY, 13057

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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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Other Business ActivitiesSells Insurance

Adam works as a registered investment advisor through Private Advisor Group and HighPoint Advisors, dedicating full-time hours to these activities. He also sells various insurance products, including life, health, disability, long-term care, and fixed annuities, spending a few hours per week on these sales.

Employment History
Current Registrations
Private Advisor Group, LLC
July 2012 - Present · 13 yrs 7 mos
LPL Financial LLCBroker
November 2011 - Present · 14 yrs 3 mos
Previous Registrations
Metlife Securities INC.Broker
January 2005 - December 2011 · 6 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
January 2005 - July 2007 · 2 yrs 6 mos
MML Investors Services, INC.Broker
January 2004 - June 2004 · 5 mos
State Registrations8 states
CACODEFLNMNYOHVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam J Loedel - Financial Advisor | TrueAdvisor