Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Davidson is a financial advisor with over 11 years of experience in the financial services industry. Adam has held licenses in both Broker/Dealer and Investment Advisor capacities. Adam currently works with Raymond James Financial Services Advisors, Inc. Adam is registered to provide services in Broker/Dealer capacity in 28 states and Investment Advisor capacity in 2 states. In addition to Raymond James Financial Services Advisors, Inc., Adam has been previously registered with Ameriprise Financial Services, LLC and HD Vest Investment Services. Adam has passed the Series 66, Series 7, and SIE exams. Adam has a specialization in insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. In addition to financial services, Adam also operates a business services company, Davidson & Sons, LLC.
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
NH
05/11/2023 - Present
Raymond James Financial Services Advisors, Inc. (Concord NH)
NH
05/22/2015 - 05/12/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Concord NH)
NH
11/22/2011 - 05/29/2015
HD VEST INVESTMENT SERVICES (CONCORD NH)
BOTH
Issued 12/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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