Adam Michael Callender

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

• 03/2014 → 01/2023
  Suntrust Investment Services, Inc
  Atlanta, GA
• 08/2016 → 01/2023
  Suntrust Advisory Services
  Atlanta, GA
• 01/2023 → Present
  Lpl Financial Llc
  Ponte Vedra, FL

Previous Registrations

• 2016-08-23 → 2023-01-18
  Truist Advisory Services, Inc.
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  St. Augustine, FL
  Jacksonville, FL
  Palm Coast, FL
  Palm Coast, FL
  Ponte Vedra, FL
• 2014-03-27 → 2016-12-31
  Truist Investment Services, Inc.
  Jacksonville, FL
  Saint Augustine, FL
  Jacksonville, FL
  Marianna, FL
  Marianna, FL
  Jacksonville, FL
  Palm Coast, FL
  Palm Coast, FL
  Jacksonville, FL
  Saint Augustine, FL
  Ponte Vedra, FL
  Jacksonville, FL
• 2011-03-03 → 2014-03-21
  Fifth Third Securities, Inc.
  Clearwater, FL
  Tampa, FL
  Ocoee, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Fleming Island, FL
  Orange Park, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Ponte Vedra Beach, FL
  Jacksonville, FL
  Tampa, FL
  Lutz, FL
  Tampa, FL
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-03-01
• S63 Uniform Securities Agent State Law Examination
  2010-11-09