Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Christopher Brown is a financial advisor at Raymond James Financial Services Advisors, Inc. Adam has been in the financial industry since 2008. Adam has also been registered as an Investment Advisor Representative since 2020. Adam is registered with the state of Missouri and Illinois. Adam also holds a Series 66 and Series 7 license, as well as the Securities Industry Essentials Examination. In addition to working with Raymond James Financial Services Advisors, Inc., Adam is also a co-owner of Brown Family Wealth Advisors and Old North State Investments, LLC. Adam has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Adam offers a variety of services, including financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MO
06/03/2020 - Present
Raymond James Financial Services Advisors, Inc. (Saint Louis MO)
MO
02/08/2008 - 06/12/2020
UBS FINANCIAL SERVICES INC. (ST. LOUIS MO)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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