• Adam Borths

    Registered Representative

Adam graduated cum laude from Lake Superior State University. He has a Bachelor of Science degree in Finance and Economics with a minor in Accounting.

He holds the following professional license:

  • Series 7, General Securities Representative
  • Series 66, NASAA Uniform Combined State Law Exam

Adam assists with preparation of reports and paperwork for client meetings. He is available to help with any account-related issues or questions. He can also assist you with reading and understanding your statements, account transfers and money movement.

In his free time, you can find Adam participating in a variety of activities. He enjoys golfing, fishing, softball, basketball, volleyball, wakeboarding, snowboarding and anything else that gets him outside.