PRESS RELEASES
More than just a small step forward in financial advice – It’s Financially AdvancedTM
McAdam Announces New Advanced Designations for Nine Advisors and Investment Director
McAdam Announces New Advanced Designations for Nine Advisors and Investment Director CFP® and CFA® Certifications Demonstrate Firm’s Commitment to Providing Independent Financial Planning Services Philadelphia PA– October 26, 2016 – McAdam, a leading...
McAdam Press Release: Survey Shows Advisor Awareness Gap
More than 1-in-3 Americans (36 percent) said they don’t have a strong understanding of what a financial advisor does, according to a survey conducted online in April by Harris Poll on behalf of McAdam.
Financial Advisor-Phobia: 71 Percent of Americans Say They Are Scared Of Talking to a Financial Advisor
Philadelphia PA– October 26, 2015 – Nearly three quarters (71 percent) of Americans say some aspect of talking to a financial advisor scares them according to an online survey conducted by Harris Poll on behalf of McAdam, the Philadelphia-headquartered independent...
AWARDS & HONORS:

Philadelphia1880 JFK Blvd.
Suite 1600
Philadelphia, PA 19103
215-399-9350 • Tysons Corner7918 Jones Branch Drive
Suite 100
Tysons Corner, VA 22102
703-677-9300 • Chicago141 W Jackson Blvd
Suite 1950
Chicago, IL 60604
312-509-4500 • Boston84 State Street
Suite 1040
Boston, MA 02109
857-263-7759
IMPORTANT DISCLOSURE INFORMATION
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 80 State Street, Albany, NY 12207.
Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY