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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Advisory Services Network, LLC 4 months, 3 weeks Nov 2018 - Present
Northwest Asset Management 4 months Jun 2018 - Oct 2018
Makkai Capital Management 1 month Jun 2018 - Jun 2018
Western Wealth Management, LLC 2 years Jun 2016 - Jun 2018
Lpl Financial, LLC 8 years, 9 months Sep 2009 - Jun 2018
Gallacher Capital Management, LLC 6 years, 10 months Aug 2009 - Jun 2016
Mutual Service Corporation 5 years, 7 months Feb 2004 - Sep 2009
Regis University 16 years, 6 months Sep 2002 - Present
Are You
Adam James Makkai?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Adam Makkai

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Jan 12, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    2
  • as of date
    Jan 12, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisory Services Network

Last updated on May 4, 2017
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $187.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees