AC
AC

Adam Patrick Clyne

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

Wildwood, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Adam is an independent agent for multiple insurance agencies, selling fixed insurance products, health insurance, Medicare plans, and annuities, taking about a quarter of his time. He also works as a licensed security officer and provides security for an entertainment venue, dedicating about 10-20% of his time to each.

Employment History
Current Registrations
Capital Analysts
October 2019 - Present · 6 yrs 4 mos
Lincoln Investment
October 2017 - Present · 8 yrs 4 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Legend Advisory, LLC
September 2011 - October 2019 · 8 yrs 1 mo
Legend Equities CorporationBroker
September 2011 - January 2017 · 5 yrs 4 mos
AXA Advisors, LLC
October 2005 - September 2011 · 5 yrs 11 mos
AXA Advisors, LLCBroker
August 2005 - September 2011 · 6 yrs 1 mo
State Registrations6 states
FLILMOOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.