Adam Beers is a registered investment advisor, based in Bethlehem, PA, with 11 years of industry experience.
Location
60 W Broad Street, Suite 300, Bethlehem, PA, 18018
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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 →Employment History
Current Registrations
Captrust
April 2020 - Present · 6 yrs
Capfinancial Securities, LLC.
April 2020 - Present · 6 yrs
Capfinancial Securities, LLC.Broker
April 2020 - Present · 6 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
July 2018 - April 2020 · 1 yr 9 mos
Northwestern Mutual Investment Services, LLCBroker
July 2018 - April 2020 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - June 2018 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - June 2018 · 2 yrs 7 mos
Morgan Stanley
October 2013 - May 2014 · 7 mos
Morgan StanleyBroker
October 2013 - May 2014 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2013 - October 2013 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - October 2013 · 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.