AL
AL

Adam Matthew Lublin

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Loading...

Location

1052 Pray Blvd, Waterville, OH, 43566

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Adam is a member/owner of real estate properties, manages client portfolios and creates financial plans as a Managing Partner/Wealth Advisor at ARC Private Wealth (full-time), manages expenses as an owner of ARC Partners, and handles daily activities as an owner of Lublin Financial LLC.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
June 2024 - Present · 1 yr 8 mos
Kestra Investment Services, LLCBroker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Kestra Advisory Services, LLC
June 2024 - June 2024 · 0 mos
Edward Jones
June 2011 - June 2024 · 13 yrs
Edward JonesBroker
June 2011 - June 2024 · 13 yrs
Tfo-Tdc, LLC
May 2011 - June 2011 · 1 mo
Edward Jones
October 2008 - May 2011 · 2 yrs 7 mos
Edward JonesBroker
August 2008 - May 2011 · 2 yrs 9 mos
American Family Securities, LLCBroker
February 2008 - August 2008 · 6 mos
State Registrations19 states
AZCACOFLGAILINKYMAMIMONCNVNYOHOKTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.