Todd Adams (CRD# 4250936) is an Investment Advisor Representative working at Bass Financial Strategies, Inc. in Greensboro, NC and has over 18 years of experience in the finance industry. Todd Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
Grove Point Investments, LLC | Rockville, MD | Apr 2021 - Current | 3 |
Bass Financial Strategies, Inc. | Greensboro, NC | Apr 2005 - Current | 19 |
H. Beck, Inc. | Rockville, MD | Aug 2005 - Mar 2021 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2006 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
NC
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