Commonwealth Financial Network
44yrs
Top advisor by experience in Salem
28yrs
Adam Smith has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Salem, Massachusetts. Adam joined LPL Financial in 2022, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 52 advisors with offices in Salem, and one of 40 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
OfficeOne Salem Green, Salem, MA 01970
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowLPL Financial LLCCurrent firm
Questions to ask Adam
Tailored to Adam’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Adam
How do I contact Adam?
Call LPL Financial at (704) 733-3300 and ask for Adam Smith. Adam works from the Salem, MA office.
How long has Adam been a financial advisor?
Adam has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
What licenses does Adam hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Adam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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