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April Lamar Adams

Thornburg Investment Management Inc.

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About April Lamar Adams

April Lamar Adams is a Registered Investment Advisor Representative who has been in the financial industry since 1995. April is currently employed at Thornburg Investment Management Inc. where she has been employed since January 2007. April has been registered in New Mexico since 2006. In addition to her current role, April also volunteered as the Treasurer for the Fairview Cemetary Preservation Association from 2022. Previously, April worked at Morgan Stanley DW Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

April Adams is currently registered with Thornburg Investment Management Inc.. Thornburg Investment Management Inc. is a Santa Fe, NM-based investment advisor with approximately $41.83 billion in regulatory assets under management. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Thornburg Investment Management Inc. has over 88 registered representatives and 42 investment advisory professionals.
Thornburg Investment Management Inc.

2300 NORTH RIDGETOP ROAD

SANTA FE, NM 87506

$41.83B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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April Adams’s Registration & Firm History

NM

11/28/2006 - Present

Thornburg Investment Management Inc. (SANTA FE NM)

NM

07/09/1996 - 12/04/2006

MORGAN STANLEY DW INC. (SANTA FE NM)

NY

04/11/1995 - 04/16/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/29/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 04/10/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for April Lamar Adams.
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