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Adam Searle, CPFA

Adam searle, cpfa

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location of Adam Searle, CPFAReston, Virginia, United States
Phone number of Adam Searle, CPFAView Mobile No.
Followers of Adam Searle, CPFA172 followers

  • Timeline

  • About me

    Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor

  • Education

    • University of nottingham - uk

      2009 - 2012
      Bachelor's degree

  • Experience

    • Merrill lynch wealth management

      Jul 2013 - now
      Senior financial advisor, assistant vice president

  • Licenses & Certifications

    • Certified plan fiduciary advisor

      Napa national association of plan advisors
      Mar 2020

  • Volunteer Experience

    • Volunteer

      Issued by Vienna Volunteer Fire Department - Firefighter/EMT
      Vienna Volunteer Fire Department - Firefighter/EMTAssociated with Adam Searle, CPFA