Is McAdam Financial a good company to work for?
The Sale’s Managers are great and really help you close your initial clients. If you are actually dedicated about becoming a successful FA then this is a great company to start at. If you want to own your own book of business and have a very flexible schedule this is a great company to work for.
What does a financial advisor do?
Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients. These plans include not only investments but also savings, budget, insurance, and tax strategies.
What kind of services does McAdam financial services offer?
McAdam offers a variety of advisory services, which include financial planning, consulting and investment management services. It is a fee-based firm that works with individuals and high-net-worth individuals, along with a handful of pooled investment vehicles, pension plans and businesses.
Who is the owner of McAdam investment advisors?
Michael McAdam founded McAdam in 2008 after spending several years as an advisor and field vice president at Ameriprise Financial. The firm started out as a traditional broker-dealer, and it acquired registered investment advisor (RIA) status in 2014. It is wholly owned by Michael McAdam.
Are there any disciplinary disclosures for McAdam financial?
McAdam Financial has no disciplinary disclosures to report. Because the firm is registered with the SEC, it is required to report material facts about any legal, civil or regulatory actions against the firm, its employees or its affiliates that would be material to clients.
Where can I get a consultation with McAdam?
If you’re interested in working with McAdam, you can get in touch in a number of ways. You can either call the firm’s headquarters at (888) 614-5323, or you can email [email protected]. If you prefer to do things in-person, you can also stop by the firm’s office on JFK Boulevard in Philadelphia.