Adam King Skumawitz
Investment adviser representative at LPL Financial LLC
15 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
15 years in the industry.
- LPL Financial LLCApr 2023 to now
- Cambridge Investment Research Advisors, Inc.Dec 2018 to Apr 2023
- Cambridge Investment Research, Inc.Dec 2018 to Apr 2023
- Thrivent Financial for LutheransJun 2012 to Dec 2018
- Thrivent Investment Management IncDec 2011 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5992769
- Firm CRD
- 6413