GA
George P. Adam
GP FINANCIAL
DES PLAINES, IL 60018
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CRD#: 2907488
GA
Professional summary
George P Adam is a registered financial advisor currently at GP FINANCIAL located in Des Plaines, Illinois.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. George has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view George P Adam's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 6, 2023 - Present
GP FINANCIAL
Office #1: 2200 East Devon Avenue Suite 266, Des Plaines, IL 60018RIA
CRD#: 323610
DES PLAINES, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(2/6/2023)
Current Firm
GF
GP FINANCIAL
GP FINANCIAL | GP FINANCIAL SERVICES INC. | GP FINANCIAL SERVICES INC
CRD#: 323610 / SEC#:
Illinois
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Contact information
Main Address
2200 East Devon Avenue Suite 266, Des Plaines, IL 60018
Mailing Address
Phone number
(847) 544-5895
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 8,700,000 |
Red Flags
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