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Addison Financial Advisors
Arrington Financial
15455 Dallas Parkway, Suite 1250
Addison, TX 75001
(972) 643-6319
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Advisor Profile
Name: Adam Prewett
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Business Description

Our Commitment
Our staff consists of dedicated professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. We offer a No Obligation Financial Healthcheck that will give you a much clearer understanding of your personal financial situation.
 

General Information

Gender:    Male
CRD#:    4597857
Name of Broker/Dealer:    ING Financial Advisers, LLC.
States Licensed in:    AZ,AR,TX,OK,VA
Years of Experience in Financial Services:    5
Number of Years with Current Firm:    4
I work with the following types of clients:    Non-Profit Organizations, Individual Investors
 

Services

Investment Types:    Annuities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Mutual Funds, Insurance
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 6, Series 7, Series 63, Series 65
Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Variable Life, Life, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
Firm's Number of Clients:    2000
Assets Managed by Firm:    $300,000,000
Advisor's Number of Clients:    400
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Commissions, Flat Fee
Fee % Based on Assets:    1
 
 
 
Prepared By: Adam Prewett
Most Recent Update: 07/29/2008