Anita Maria Adams
Investment adviser representative at LPL Financial LLC
23 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- LPL Financial LLCAug 2022 to now
- Lincoln Investment Planning LLCMay 2017 to Aug 2022
- Legend Advisory LLCMay 2017 to Sep 2019
- The Huntington Investment CompanyFeb 2017 to May 2017
- LPL Financial LLCSep 2013 to Feb 2017
- Firstmerit BankDec 2003 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2657786
- Firm CRD
- 6413