AD
AD

Adam Christopher Dunham

13 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
1299 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Minimum Investment:$5K
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Location

401 Park Avenue Sw, Suite B, Aiken, SC, 29801

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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.

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Employment History
Current Registrations
Janney Montgomery Scott LLC
October 2023 - Present · 2 yrs 4 mos
Janney Montgomery Scott LLCBroker
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Scottrade, INC.Broker
October 2011 - November 2016 · 5 yrs 1 mo
State Registrations23 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.