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Adam Daniel Tolle

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

102 Lee Ave, Blackshear, GA, 31516

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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 a member of Byrt Financial Advisors, LLC, where he assists in management and performs advisory duties, dedicating about half his time. He is also a managing partner at BYRT CPAs, LLC, spending nearly full-time hours on tax and accounting services, and a member of Inspired Wealth Planning, where he provides investment advisory and planning services including the sale of life insurance, spending about half his time.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
November 2023 - Present · 2 yrs 3 mos
Kestra Investment Services, LLCBroker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Avantax Advisory Services
October 2019 - November 2023 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
October 2019 - November 2023 · 4 yrs 1 mo
1st Global Advisors INC
September 2018 - October 2019 · 1 yr 1 mo
1st Global Capital CORP.Broker
August 2018 - October 2019 · 1 yr 2 mos
State Registrations18 states
ALCACODCFLGAILKYLAMAMIMTNCNENYPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.