AB
CFP
AB
CFP

Adam Blake Bonner

10 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
527 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

7629 Hillside Rd., Ste. 100, Amarillo, TX, 79119

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2019
Other Business Activities

Adam is an officer/director of Amarillo Wealth Management, LLC, which is a DBA name for marketing purposes, taking up more than full-time. He also manages several real estate and trust entities, dedicating minimal time to each.

Employment History
Current Registrations
Independent Financial Group, LLC
May 2019 - Present · 6 yrs 9 mos
Independent Financial Group, LLCBroker
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - May 2019 · 1 yr 6 mos
LPL Financial LLC
August 2017 - May 2019 · 1 yr 9 mos
United Capital Financial Advisers
June 2015 - August 2017 · 2 yrs 2 mos
State Registrations10 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.