Adam began his career in the financial services industry in 1998. His practice revolves around helping clients make smart choices about their money which allows them to spend time on more important things such as: family, spiritual life, hobbies and philanthropy.
Adam focuses on providing his clients with a comprehensive view of their financial picture. He offers fee-based financial plans* with step-by-step implementation strategies. His plans cover the following areas:
- Investment Management
- Risk Management and Asset Protection
- Debt Management
- Retirement Planning
- Estate Planning
Adam is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds the following registrations with LPL Financial: Series 7 (General Securities), Series 65 (Uniform Investment Adviser Law), as well as his Life and Health Insurance licenses. He is a member of the Colorado Chapter of the Financial Planning Association.
A native of the wonderful state of North Carolina, Adam and his wife, Victoria, moved to Colorado in 2006. Together, with their son, Gavin, they enjoy every bit of what Colorado offers. They spend their time cycling, running, skiing, and hiking.
* Fee-based financial plans are offered through LPL Financial, A Registered Investment Advisor
FINANCIAL DYNAMICS, LLC
440 Indiana Street | Golden, Colorado 80401
Office: 303.942.1717 | Cell: 303.912.5634 | Fax: 303.942.1718
Email: adam.hall@lpl.com
www.myfinancialdynamics.com
Financial Dynamics is a separate entity from LPL Financial.