Adam Bolick is a registered investment advisor at Wells Fargo Advisors, based in Wilmington, NC, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1135 Military Cutoff Rd Ste 201, [Satellite], Wilmington, NC, 28405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam has ownership stakes in Sevenmile Ridge Investments LLC, Atlas Investment Management LLC, and Bolick GP, LLC. He dedicates minimal time to Bolick GP, LLC, and no time to the other two.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations31 states
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