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Angela C
CFP®, Series 63
Centerville, OH
LPL Financial
Angela Curtis is a CFP® with 34 years of experience in the financial services industry. She has been with LPL Financial since 2012 and previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Fifth Third Securities, Inc. Curtis operates under the business names Adams Wealth Management Group and Lifestages Financial Services as part of her advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors who implement various portfolio strategies supported by proprietary research and technology tools.
Daniel A
Series 66
Centerville, OH
LPL Financial
Daniel Adams is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wright State University and Sinclair Community College. He also operated Adams Wealth Management Group as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced tools and a large network of investment adviser representatives.
Dwayne A
CFP®, Series 63, Series 65
Centerville, OH
LPL Financial
Dwayne Adams is a financial advisor with LPL Financial in Centerville, Ohio, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including 26 years with LPL Financial and its predecessor entity. Adams is also involved in a business entity called Adams Financial Group, Inc., and has an interest in non-variable life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs both proprietary and third-party research and technology tools.
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