Adam E. Ledbetter
Professional summary
Adam Edgar Lamar Ledbetter, CFP®, who also goes by Adam E Ledbetter, Adam L Ledbetter, is a registered financial advisor currently at HENSSLER FINANCIAL located in Kennesaw, Georgia.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Adam has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adam Edgar Lamar Ledbetter's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
October 30, 2013 - Present
HENSSLER FINANCIAL
Office #1: 3735 Cherokee Street, Kennesaw, GA 30144February 2, 2007 - May 24, 2019
ALPS DISTRIBUTORS, INC.
Primary Firm SEC Registration
HENSSLER FINANCIAL
CRD#: 104545 / SEC#: 801-37240
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/30/2013)
Exams
Current Firm
HENSSLER FINANCIAL
CRD#: 104545 / SEC#: 801-37240
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,230 |
| AUM (Assets Under Management) | $ 3,403,216,968 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2025 | ||
| 08/29/2024 | ||
| 07/31/2023 | ||
| 10/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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