Adam Sipes (CRD# 6499227) is an Investment Advisor Representative working at Lpl Financial LLC in Crown Point, IN and has over 7 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 6691750
Ameriprise Financial Services, LLC
CRD# 4849315
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Crown Point, IN | Feb 2018 - Current | 6 |
| Oak Partners Inc. | Crown Point, IN | May 2016 - Current | 7 |
| Sii Investments | Crown Point, IN | Jun 2016 - Feb 2018 | 1 |
| Campus Cooks | West Lafayette, IN | Nov 2015 - May 2016 | < 1 |
| Unemployed | Valparaiso, IN | Jul 2015 - Nov 2015 | < 1 |
| Oak Partners Inc. | Crown Point, IN | Jun 2015 - Jul 2015 | < 1 |
| Unemployed | Valparaiso, IN | Aug 2014 - Jun 2015 | < 1 |
| Student Painter | Valparaiso, IN | Jun 2014 - Aug 2014 | < 1 |
| Forest Park Golf Course | Valparaiso, IN | May 2014 - Jun 2014 | < 1 |
| Purdue | West Lafayette, IN | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- IL
- IN
- MI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- 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, VI, VT, WA, WI, WV, WY
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