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Adam W
Series 63, Series 65
Northbrook, IL
LPL Financial
Adam Weiss is a financial advisor with LPL Financial in Northbrook, Illinois, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Waterstone Financial Group, Inc. from 2005 to 2009. Weiss also manages a third-party administration business, The Weiss Group, Inc. (dba TWG Benefits, Inc.). LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse investment strategies, including model portfolios and third-party asset management, supported by technology and a broad range of financial products.
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