Adam Makkai (CRD# 4025159) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 24 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Services Network, LLC | Atlanta, GA | Nov 2018 - Current | 5 |
| Regis University | Denver, CO | Sep 2002 - Current | 21 |
| Northwest Asset Management | Mercer Island, WA | Jun 2018 - Oct 2018 | < 1 |
| Makkai Capital Management | Castle Rock, CO | Jun 2018 - Jun 2018 | < 1 |
| Western Wealth Management, LLC | Greenwood Village, CO | Jun 2016 - Jun 2018 | 2 |
| Lpl Financial, LLC | Greenwood Village, CO | Sep 2009 - Jun 2018 | 8 |
| Gallacher Capital Management, LLC | Greenwood Village, CO | Aug 2009 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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- TX
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Total Assets Under Management6,819MILLIONS
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Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- A percentage of assets under your management
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