Daniel Wayne 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

• 06/2013 → 05/2017
  Centerville High School
  Centerville, OH
• 05/2017 → 12/2019
  Sinclair Community College
  Dayton, OH
• 12/2019 → 03/2022
  Wright State University
  Dayton, OH
• 03/2022 → 11/2022
  Adams Wealth Managment Group
  Centerville, OH
• 03/2022 → Present
  Lpl Financial Llc
  Centerville, OH

Other Businesses

1-03/2022 / Adams Wealth Management Group / DBA for LPL Business (entity for LPL business) / Investment Related / Centerville, OH 45459

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05