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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Knowles is an Investment Advisor Representative at Adams Wealth Advisors. Alex has been in the industry for over six years, specializing in helping individuals and businesses with their financial planning needs. Alex has a Series 65 license and is registered with the state of Utah.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
08/09/2024 - Present
Adams Wealth Advisors (LOGAN UT)
IA
Issued 08/08/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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