Adam Lallas Email & Phone Number

Greater Salt Lake City Area

Downers Grove, IL

Maintain and manage Clients' Statements of Net Worth, Performance Reporting, Tax Projections, and Retirement and Cash Flow analysis.

LJCooper Wealth Advisors is a Branch Office of DFPG Investments, Inc. Securities offered through DFPG Investments, Inc. Member FINRA (www.finra.org)/SiPCThird-party posts that appear on this social media site have not be reviewed or approved by DFPG Investments, Inc. or its principals for completeness or accuracy. Additionally, it should be noted the.

Collecting, reviewing, accounting, depositing, and reporting funds received from operating activities, managing and maintaining inventory of federal passes issued at park, and managing and maintaining change fund at the park. Due to the nature of the canyon, having a partnership with the local Forest Service District, I also do the same for the American.

Woodbury School Of Business

Prepared a Personal Financial Planning services program at UVU for community members and students to receive financial councelling, debt management, budget management, etc. Also taught part of a MoneySmart workshop put on by BYU.

B.S. Personal Financial Planning, Personal Financial Planning

Activities and Societies: Vice President of Community Outreach in Personal Financial Planning Professional Association, Financial Planning.

Associate Of Science (As) Business Management, Business Management