Tory Adams Klinedinst

Current Employers

Employment History

• 11/2014 → Present
  Lpl Financial Llc
  Holly Springs, NC
• 11/2014 → Present
  Gaines Financial Group, Inc. Dba Balanced Investment Strategies
  Holly Springs, NC

Previous Registrations

• 2014-11-20 → 2022-04-27
  Gaines Financial Group
  Holly Spring, NC
  Boca Raton, FL
• 2009-06-11 → 2014-11-20
  Davis Wealth Management
  Durham, NC
• 2008-06-13 → 2009-06-12
  Wells Fargo Clearing Services, Llc
  Raleigh, NC

Other Businesses

1. 11/13/2014 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - BALANCED INVESTMENT STRATEGIES; Investment-Related; Holly Springs, NC; Broker Dealer and Investment Advisor; Registered Representative; Time spent: 1%; Registered Representative duties. 2. 05/24/2022 - Great Valley Advisor Group, Inc. - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 04/07/2022 - 160 Hours Per Month/ 120 Hours During Securities Trading - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 5/2022. I expect to spend approximately 120 hours per 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.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-27
• S66 Uniform Combined State Law Examination
  2008-06-11

Other Names

• Tory Jean Adams
• Tory Adams Klinedinst
• Tory Jean Adams
• Tory Adams