Adam Bishop
Adam Bishop is a CFP-designated registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6720 N Scottsdale Road Ste 378, Scottsdale, AZ, 85253
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Regulatory History
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 Climb Wealth Management Group and Climb Private Wealth as DBAs for his LPL business, dedicating full-time hours to each. He also prepares taxes for individuals and businesses through Unified Tax Services, LLC, and is involved in real estate rental through BishopOberoi LLC, and sells non-variable insurance through Ward Brokerage Associates LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Unified Wealth Management, LLC
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
State Registrations6 states
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