Verified
Cord Adams is a financial advisor in Dallas, TX. Cord is currently registered with Sageview Advisory Group, LLC and has been in the industry for 25 years. Prior to joining Sageview, Cord worked for other firms, including Sanford C. Bernstein & CO., LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cord has worked with a variety of clients, including individuals, families, and businesses. Cord's areas of expertise include financial planning, portfolio management, and pension consulting.
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.
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.
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2
TX
01/08/2020 - Present
Sageview Advisory Group, LLC (Dallas TX)
NY
12/07/2000 - 02/20/2004
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
12/23/1998 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
08/20/1997 - 03/18/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
05/13/2004 - 11/09/2009
Quintessence Group (Dallas TX)
TX
10/30/2009 - 09/29/2010
Tolleson Private Wealth MAnagement (Dallas TX)
TX
04/01/2011 - 12/31/2019
Shamrock Asset Management (Dallas TX)
BOTH
Issued 01/29/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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