Adam Henry Dwyer
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- LPL Financial LLCJul 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Jul 2024
- Pfg Advisors, LLCDec 2021 to Jul 2024
- Securities America, Inc.Dec 2021 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Oct 2021
- Ameriprise Financial Services, Inc.Jul 2017 to Sep 2019
- UBSJun 2016 to Jun 2017
- Faribault Referee AssociationSep 2007 to Jul 2024
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6671248
- Firm CRD
- 6413