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Adam Cameron Tolliver

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2254 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

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Location

1125 Cambridge Square, Suite C, Alpharetta, GA, 30009

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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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Other Business ActivitiesSells Insurance

Adam is a board member for Atlanta SMART Academy, dedicating about 10-20% of his time to budget projections, planning, and community partnership strategy. He also operates under the DBA Artisan Financial Strategies, LLC, brokering non-registered insurance products, and owns A. Tolliver Enterprises LLC for tax and legal structure, dedicating full-time hours to this.

Employment History
Current Registrations
Eagle Strategies LLC
September 2019 - Present · 6 yrs 5 mos
Nylife Securities LLCBroker
September 2016 - Present · 9 yrs 5 mos
State Registrations21 states
AKALCACODCFLGAILLAMAMDMIMSNJNMNYOHSCTNVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.