Donovan Adams

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Atlanta, GA
• 11/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 08/2018 → 01/2025
  Wells Fargo Advisors Financial Network, Llc
  Sandy Springs, GA
• 01/2025 → Present
  Lpl Financial Llc
  Sandy Springs, GA

Previous Registrations

• 2018-08-23 → 2025-01-17
  Wells Fargo Advisors Financial Network, Llc
  Sandy Springs, GA
• 2008-10-01 → 2018-08-24
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Sandy Springs, GA

Other Businesses

1)11/18/2024 - Sandy Springs Private Wealth Management. LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/18/2024 - Real Estate Rental - Owner - Inv Rel - Sandy Springs, GA - Start: 01/2018

Exams

• S66 Uniform Combined State Law Examination
  2008-09-26

Designations

• Certified Financial Planner

Other Names

• Donovan K Adams
• Donovan Kyle Adams