Unclaimed Profile

Adam Lavine

FUSION FINANCIAL ADVISORS LLC·SAN RAMON, California

Clean recordFUSION FINANCIAL ADVISORS LLC

2010 CROW CANYON PLACE, SAN RAMON, CA 94583CRD# 6944309Firm CRD# 294415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Lavine · SAN RAMON, CA

Registration

CRD #6944309 · FUSION FINANCIAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FUSION FINANCIAL ADVISORS LLC

FUSION.FINANCIAL

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at FUSION FINANCIAL ADVISORS LLC →

Services

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 6944309

Firm CRD# 294415

View on FINRA BrokerCheck →

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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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