550 Post Oak Blvd., Suite 350, Houston, TX, 77027
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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 →Adam works as an associate advisor at LKJ Financial LLC, focusing on securities and insurance sales and services, dedicating full-time hours. He is also an insurance agent selling life, long-term care, medicare medigap, and annuity products, also dedicating full-time hours. Finally, Adam owns Goldman Strategic Wealth Management LLC, a tax and banking entity, spending minimal time on it.