Paul Adams (CRD# 6704589) is an Investment Advisor Representative working at On Investment Management Co in Charlestown, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
The On Equity Sales Company | Cincinnati, OH | Feb 2021 - Current | 3 |
Ohio National Financial Services | Cincinnati, OH | Dec 2020 - Current | 3 |
Hornor Townsend & Kent Inc. | Horsham, PA | Sep 2016 - Jan 2021 | 4 |
Penn Mutual Life Insurance Co | Horsham, PA | May 2016 - Jan 2021 | 4 |
Securitas Security Service | Wilmington, MA | Oct 2014 - Dec 2016 | 2 |
Next Eon Com, Inc. | Wakefield, MA | Jun 1998 - May 2015 | 16 |
Allied Barton Security Service | Boston, MA | Aug 2001 - Sep 2014 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2017 |
S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- MA
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Total Assets Under Management2,195MILLIONS
-
Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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