Adam Kinney (CRD# 7754269) is an Investment Advisor Representative working at Edward Jones in Englewood, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2023 - Current | 1 |
| Wellshire Presbyterian Church | Denver, CO | Jan 2021 - Current | 3 |
| Community Theatre | Denver, CO | Jul 2014 - Current | 10 |
| Cengage Group | Denver, CO | Aug 2021 - Mar 2023 | 1 |
| Fidelity National Information Services | Denver, CO | May 2017 - Aug 2021 | 4 |
| Bank Of America | Denver, CO | Dec 2016 - May 2017 | < 1 |
| Vectra Bank | Greenwood Village, CO | Aug 2016 - Dec 2016 | < 1 |
| Pioneer Hills Liquor | Aurora, CO | Jul 2016 - Aug 2016 | < 1 |
| Bsn Live | Denver, CO | Mar 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- CO
-
Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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