Adam Christopher Halm
Investment adviser representative at LPL Financial LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
20 years in the industry.
- LPL Financial LLCSep 2020 to now
- Adam Halm Investment Services, LLCSep 2013 to now
- Adam Halm Tax ServiceSep 2013 to now
- Lansing Insurance AgencySep 2006 to now
- Voya Financial AdvisorsSep 2014 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (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
- 5050733
- Firm CRD
- 6413