Kahlil Adames, financial advisor Syracuse NY

Kahlil Adames

CRD Number: 4349306
Current Firm: Lpl Financial LLC

Kahlil Adames (CRD# 4349306) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Visions Analysis LLC Endicott, NY Apr 2020 - Current 3
Lpl Financial Llic Endicott, NY Feb 2020 - Current 4
Visions Federal Credit Union Endicott, NY Feb 2020 - Current 4
Cadaret, Grant & Company, Inc. Minoa, NY Aug 2017 - Feb 2020 2
Bank Of America, N.a. Syracuse, NY Jul 2014 - Aug 2017 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse, NY Apr 2014 - Aug 2017 3
First Niagara Bank East Syracuse, NY May 2012 - May 2014 2
Lpl Financial LLC Charlotte, NC May 2012 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Kahlil Adames
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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)
  • Educational seminars/workshops
  • Other
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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