Henry James Yocum
Investment adviser representative at Mcadam LLC
10 yearsExperience
2 statesRegistered in
$2.7BFirm assets
12 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mcadam LLCJun 2020 to now
- TD AmeritradeSep 2019 to Apr 2020
- First Command ServicesMay 2019 to Aug 2019
- Election Systems & Software (es&s)May 2018 to Aug 2018
- Epic ConsultingMay 2017 to Jul 2017
- Foothills Swim & Racquet ClubMay 2017 to Jul 2017
- Creighton UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Mcadam LLC
$2.7BAssets managed
5,551Clients
135Advisers
12 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
- 7123720
- Firm CRD
- 170914