Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Adams is a financial advisor at Raymond James Financial Services Advisors, Inc. David has been in the financial services industry since 2004 and is licensed to provide advisory services in 39 states. David is also a Certified Financial Planner. David is passionate about helping clients reach their financial goals.
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
02/04/2013 - Present
Raymond James Financial Services Advisors, Inc. (FRANKLIN TN)
TN
04/19/2004 - 11/15/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
BC
Issued 04/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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