AH
AH

Adam James HUB

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
248 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

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Location

299 Coon Rapids Blvd, #213, Coon Rapids, MN, 55433

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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 is an independent insurance agent, potentially selling equity indexed annuities. He also operates under the DBA Avila Wealth Management.

Employment History
Current Registrations
Harbour Investments, INC.
April 2016 - Present · 9 yrs 10 mos
Harbour Investments, INC.Broker
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
The Strategic Financial Alliance
November 2010 - April 2016 · 5 yrs 5 mos
The Strategic Financial Alliance, INC.Broker
November 2010 - April 2016 · 5 yrs 5 mos
Investment Advisors International, INC.
June 2008 - November 2010 · 2 yrs 5 mos
World Group Securities, INC.Broker
August 2005 - November 2010 · 5 yrs 3 mos
State Registrations11 states
COFLIAILMNMTNVTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.