William Adams, financial advisor Aurora OH

William Adams

CRD Number: 6535471
Current Firm: Commonwealth Financial Network

William Adams (CRD# 6535471) is an Investment Advisor Representative working at Commonwealth Financial Network in Aurora, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Mar 2022 - Current 2
Lpl Financial LLC Aurora, OH Feb 2021 - Mar 2022 1
Stratos Wealth Partners, Ltd Aurora, OH Feb 2021 - Mar 2022 1
The Prudential Insurance Company Of America Mayfield Hts, OH Oct 2015 - Jan 2021 5
Pruco Securities LLC Mayfield Heights, OH Jun 2015 - Jan 2021 5
Ppg Industries Barberton, OH Jun 2014 - May 2015 < 1
Ccl Label Inc. Strongsville, OH Jul 2013 - Apr 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
Contact Info for William T. Adams
Phone Number: 781-736-0700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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