Adam James Makkai

CFA

26 Years of Experience

2 DisclosuresSells Insurance

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management

Advisory Services Network

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

232 advisors

Number of Clients

11,852 clients

Average Client Portfolio

$727K average

Assets Under Management

$8.6B

Fee Structure

Minimum Investment:$25K

Location

6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA, 30328

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History

Regulatory History (2)

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Regulatory

June 2020

Final

Employment Separation After Allegations

June 2018

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam is a licensed insurance agent since 1999, dedicating minimal time to this activity. He also teaches finance courses at Regis University, spending about 10-20% of his time.

Employment History

Current Registrations

Advisory Services Network

November 2018 - Present · 7 yrs 3 mos

LPL Financial LLCBroker

September 2009 - June 2018 · 8 yrs 9 mos

LPL Financial Corporation

September 2009 - December 2009 · 3 mos

Gallacher Capital Management, LLC

August 2009 - July 2016 · 6 yrs 11 mos

Mutual Service Corporation

July 2005 - September 2009 · 4 yrs 2 mos

Mutual Service CorporationBroker

February 2004 - September 2009 · 5 yrs 7 mos

First Investors CorporationBroker

September 1999 - February 2004 · 4 yrs 5 mos

State Registrations3 states

CONETX

Advisor

Exams

No exam information available for this advisor.