Adam Gourley

Current Employers

Employment History

• 11/2013 → 02/2025
  City National Bank
  Beverly Hills, CA
• 05/2025 → Present
  Lpl Financial Llc
  Santa Rosa, CA
• 05/2025 → 07/2026
  Mariner Independent Advisor Network
  Overland Park, KS
• 05/2025 → Present
  Sonoma County Wealth Advisors
  Santa Rosa, CA
• 06/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2025-05-30 → 2026-06-26
  Mariner Advisor Network
  Santa Rosa, CA
  Santa Rosa, CA
• 2014-11-03 → 2025-02-28
  Rbc Securities, Inc
  Beverly Hills, CA
  Los Angeles, CA
  Los Angeles, CA
  Beverly Hills, CA
  Palos Verdes, CA

Other Businesses

1- 05/2025 / Sonoma County Wealth Advisors / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / 6-8 HRS DURING TRADING/ START 04/30/2025 2- 06/30/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ 8 hours during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 04/2025. I expect to spend approximately 160 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.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-27

Designations