Unclaimed
Christopher Adams is a financial advisor with over 20 years of experience in the industry. Christopher currently works with Raymond James Financial Services Advisors, Inc. and has a focus on providing financial planning, pension consulting, and educational seminars to clients. Christopher's previous experience includes working as a trust officer at Pinnacle Bank Trust & Inv Services and with SunTrust Investment Services, Inc.. Christopher is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in several states.
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
TN
10/19/2011 - Present
Raymond James Financial Services Advisors, Inc. (NASHVILLE TN)
GA
06/14/2000 - 02/15/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 03/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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