Adam J Loedel

Current Employers

Employment History

• 11/2011 → Present
  Lpl Financial Llc
  East Syracuse, NY
• 01/2012 → Present
  Private Advisor Group, Llc
  East Syracuse, NY

Other Businesses

(1) 01/30/2012: Private Advisor Group, LLC - Registered Investment Advisor - DBA: Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - 100% Time Spent - Provide asset manage and financial planning for a fee. (2) 05/07/2012: Kafl - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 10% Time Spent - Insurance Types: Life, Health, Disability, LTC, Fixed Annuities (3) 05/31/2016: New York Long Term Care Brokers - Non-Variable Insurance - Investment Related - 11 Executive Park Drive, Clifton Park, NY 12065 - Start 05/13/2016 - 4 Hr/Mo; 4 Hour(s) During Securities Trading - I am a producer, and I will sell life, disability, and/or long term care insurance. (4) 11/08/2016: Private Advisor Group - Registered Investment Advisor DBA - DBA: HighPoint Advisors, LLC - Investment Related - At Reported Business Location(s) - Start 12/10/2011 - 110 Hr/Mo; 100 Hour(s) During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/8/16. I expect to spend approximately 110 hours/month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 4/21/2017: HighPoint Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2011 - 250 Hours Per Month/200 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-01-19

Designations

Other Names

• Aj Loedel