Adam Charles Debord

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2014 → 01/2025
  Lincoln Financial Advisors
  Westlake, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2014-05-02 → 2025-01-24
  Osaic Fa, Inc.
  Orange Village, OH
  Westlake, OH
  Orange Village, OH
• 2010-05-28 → 2014-05-08
  New England Securities
  Westlake, OH
• 2006-08-29 → 2010-05-24
  Ameriprise Financial Services, Llc
  Pepper Pike, OH

Other Businesses

1. ADAM DEBORD - INSURANCE POSITION: agent NATURE: insurance and annuities sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/02/2014 ADDRESS: 2001 Crocker Rd, Suite 400, Westlake OH 44145, United States DESCRIPTION: solicit fixed insurance and annuities 2) CBI FINANCIAL, LLC POSITION: Owner NATURE: Entity exists to employ and fund operations, support personnel and other incidental business related expenses such as rent, supplies and other facilities charges related to the operation of a financial planning practice. There are not commissions or fees that are paid directly to the LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/02/2013 ADDRESS: 2001 Crocker Rd, Suite 400, Westlake OH 44145, United States DESCRIPTION: Responsibilities include supervision of various aspects supporting the Financial Planning Process above and beyond the any business written under Representatives individual Core Contract with Lincoln Financial Advisors, Corp. This includes organization and facilitation of practice client relationship model, calendar management, client review preparation and preparation, and handling various client service needs.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-22

Other Names

• Adam Charles Debord
• Adam Charles De Bord