Adam M. Whitesell, CFP<sup>&reg;</sup> - Financial Advisor

Adam M. Whitesell, CFP®

CRPC, APMA, CE

Managing Director, Private Wealth Advisor

Inspired Capital, a private wealth advisory practice of Ameriprise Financial

3600 Glenwood Avenue, Suite 130
Raleigh, NC 27612
FINANCIAL ADVISOR'S WEBSITE
(919) 227-3171 CONNECT WITH Adam
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General

Adam Whitesell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Inspired Capital, a private wealth advisory practice of Ameriprise Financial in Raleigh, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)
  • Other - APMA, CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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