Adam Brandt Perryman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → Present
  Lpl Financial Llc
  Greensboro, NC

Previous Registrations

• 2000-12-31 → 2004-06-01
  Ws Griffith Securities, Inc.
  Greensboro, NC

Other Businesses

(1) 10/06/2015 * Innovative Financial Solutions, LLC * DBA for LPL Business (entity for LPL business) * INNOVATIVE FINANCIAL SOLUTIONS, LLC * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 06/01/04 * 5 HRS/MO NOT DURING SECS TRDG HRS. (2) 10/06/2015 * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 05/26/2004 * 3 HRS/MO DURING SECS TRDG HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-13
• S63 Uniform Securities Agent State Law Examination
  1998-02-26