Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Salas is a Certified Financial Planner™ and a Chartered Financial Analyst® who has been in the financial industry since 2010. Adam is currently a Registered Investment Advisor at Wealth Architects, LLC, which is headquartered in Mountain View, CA. Previously, Adam worked at Edward Jones. Adam has a wide range of experience in the financial industry and has extensive knowledge of portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
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.
Investment consulting
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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/08/2017 - Present
Wealth Architects, LLC (MOUNTAIN VIEW CA)
MO
12/16/2010 - 02/08/2011
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Adam Salas is the right advisor for you? Invested Better is here to help.
