Adam Bridges

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

• 09/2024 → Present
  Lpl Financial Llc
  Signal Mountain, TN
• 02/2024 → 09/2024
  Powell & Associates Investment Group
  Signal Mountain, TN
• 12/2020 → 02/2024
  Market Street Partners
  Chattanooga, TN
• 05/2019 → 12/2020
  Creswell Richardson
  Chattanooga, TN
• 12/2016 → 05/2019
  Market Street Partners
  Chattanooga, TN
• 08/2013 → 12/2016
  Jhm Certified Public Accountants
  Chattanooga, TN

Other Businesses

1 - 09/18/2024 - Adam Bridges - Tax Prep/Accounting/CPA - Inv Related - 40 Hours/Month - 2 Hours During Trading - TN 37377 - OBA Start Date: 02/01/2024. 2 - 09/24/2024 - Powell and Associates investment group - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 3- 01/02/2026 - Powell & Associates Investment Group LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 140 hours during trading 4- 01/02/2026 - Frank Powell - Loanee/ Borrower - Not Investment Related - Start Date 01/01/2026 -

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-19

Designations

• Personal Financial Specialist