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Adam Giammarinaro

Advisor at Commonwealth Financial Network

Updated today

Location

Kinsale, VA

Credentials

CFP®, Series 63, Series 65

Industry experience

22 years

About

Adam Giammarinaro is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and WealthPort, LLC, and previously worked at Jackson National Life Distributors LLC for 18 years. Outside of his advisory role, he owns and operates WealthPort in the District Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

Kinsale, VA

Most active in

California · District of Columbia · Virginia

Work history

WealthPort, LLC

2023 - Present (3 years)

Commonwealth Financial Network

2023 - Present (3 years)

Jackson National LIfe Distributors LLC

2005 - 2023 (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John L

Series 65

Kinsale, VA

East West Investment Advisors, LLC

John Lawler is a financial advisor with East West Investment Advisors, LLC, holding a Series 65 credential and bringing 26 years of industry experience. He has worked at East West Investment Advisors since 2012 and previously spent over two decades at Sterling Wealth Management, Inc. Outside of his advisory role, he serves as president of East West Financial Services, Inc., a tax and mortgage services company. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm manages a wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis alongside economic and geopolitical considerations.

Charitable giving & philanthropy Retirement withdrawal strategies Options & derivatives strategies Wealth management
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William M

Series 63, Series 66

Heathsville, VA

Interactive Financial Advisors

William Mullins is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Inc., Pinnacle Financial Planning, LLC, and Gwn Securities Inc. Outside of his advisory work, he is the varsity head soccer coach for Northumberland County Public School. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and integrates Modern Portfolio Theory and risk profiling tools in its investment approach.

Annuities Long-term care insurance College savings (529s, UTMA, etc.)
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Adrian H

Series 66

Lottsburg, VA

LPL Financial

Adrian Hall is a financial advisor with LPL Financial in Lottsburg, VA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Sonabank and Financial Management Inc. He is also involved with Financial Management Inc., a DBA related to his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a wide range of investment solutions supported by an in-house research team and multiple service delivery options.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Christopher S

Series 63, Series 65

Lottsburg, VA

Wells Fargo Clearing

Christopher Spearman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and rooted in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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R. B

Series 63, Series 65

Warsaw, VA

Mass Mutual Investors Services

R. Brann is a financial advisor with Mass Mutual Investors Services in Warsaw, VA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2003. Outside of his advisory role, he serves as a softball coach at Rappahannock Community College and is president of the Northern Neck Rage girls fastpitch softball organization. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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