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Adam Lavine

FUSION FINANCIAL ADVISORS LLC·SAN RAMON, California
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2010 CROW CANYON PLACE, SAN RAMON, CA 94583CRD# 6944309Firm CRD# 294415
01

About

Adam Lavine is a registered financial advisor based in SAN RAMON, California, affiliated with FUSION FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FUSION FINANCIAL ADVISORS LLC
FUSION.FINANCIAL
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FUSION FINANCIAL ADVISORS LLC →
Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 6944309
Firm CRD# 294415
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Lavine offer?
Adam Lavine specializes in Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are Adam Lavine's credentials?
Adam Lavine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Lavine located?
Adam Lavine is based in SAN RAMON, California, working with FUSION FINANCIAL ADVISORS LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Adam Lavine charge for services?
Adam Lavine's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUSION FINANCIAL ADVISORS LLC?
FUSION FINANCIAL ADVISORS LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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