Adam Frey is a CFP-designated registered investment advisor, based in San Antonio, TX, with 18 years of industry experience.
Location
4079 De Zavala Road, San Antonio, TX, 78249
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Regulatory History (1)
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Employment Separation After Allegations
October 2018Other Business ActivitiesSells Insurance
Adam sells non-variable insurance through general agencies, dedicating about 10-20% of his time to this activity. He also owns a ranch, rental properties, and is involved in several business entities for tax/investment purposes, as well as serving in fiduciary roles for trusts and estates.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 6 yrs 11 mos
Independent Financial Partners
January 2012 - Present · 14 yrs 3 mos
Previous Registrations
LPL Financial LLC
April 2014 - May 2014 · 1 mo
LPL Financial LLC
March 2009 - March 2013 · 4 yrs
LPL Financial LLCBroker
January 2009 - November 2018 · 9 yrs 10 mos
Intersecurities, INC.Broker
December 2007 - December 2008 · 1 yr
State Registrations3 states
CONYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.