Adam Mason Indianer

Capital Analysts

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Capital Analysts

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

685 advisors

Number of Clients

17,698 clients

Average Client Portfolio

$492K average

Assets Under Management

$8.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

1410 Piedmont Drive East, Tallahassee, FL, 32308

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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.

Employment History

Current Registrations

Capital Analysts

November 2020 - Present · 5 yrs 3 mos

Lincoln Investment

November 2020 - Present · 5 yrs 3 mos

Lincoln Investment

September 2020 - Present · 5 yrs 5 mos

Lincoln InvestmentBroker

September 2020 - Present · 5 yrs 5 mos

Previous Registrations

Cowen and CompanyBroker

August 2017 - November 2017 · 3 mos

State Registrations47 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.