Andrew Adams (CRD# 2000274) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 15 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Triad Advisors | Norcross, GA | Oct 2018 - Current | 5 |
Alera Investment Advisors, LLC | Deerfield, IL | Oct 2018 - Current | 5 |
Waddell & Reed Inc. | Mokena, IL | Apr 2011 - Sep 2018 | 7 |
Various Insurance Carriers For W & R Insurance Agencies | Chicago, IL | Apr 2011 - Sep 2018 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2008 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- IL
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Total Assets Under Management2,732MILLIONS
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Total Number of Accounts3,323ACCOUNTS
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Average Account Value$822,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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