AW
AW

Adam W Walls

18 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
3529 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

1318 N Main St, Ste A, Findlay, OH, 45840

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History

Regulatory History (1)
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Criminal
March 1997
Final Disposition
Other Business Activities

Adam sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Adam is an owner/member of Blood-Covered Productions, working as an entertainer, performer, booking contact, and podcaster for about 10-20% of his time.

Employment History
Current Registrations
Primerica Advisors
March 2012 - Present · 13 yrs 11 mos
PFS Investments INC.Broker
December 2007 - Present · 18 yrs 2 mos
State Registrations7 states
INKSKYMOOHSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.