Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not deduct fees directly from clients’ accounts. Advisory fees are negotiated on a case-by-case basis and vary depending on specific services provided. Clients are not required to pay advisory fees in advance.
Advisor Information
Office location
18575 Jamboree Rd, Ste 200, Irvine, CA, 92612
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam works as a Junior Lifeguard Instructor II for the Huntington Beach Marine Safety Division, dedicating minimal time to this role. He may also earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.