Charlotte Adams, financial advisor Amarillo TX

Charlotte Adams

CRD Number: 1062124
Current Firm: Money Methods

Charlotte Adams (CRD# 1062124) is an Investment Advisor Representative working at Money Methods in Amarillo, TX and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Money Methods Amarillo, TX May 1985 - Current 37
Argentus Securities,llc Dallas, TX Mar 2007 - Feb 2014 6
Argentus Advisors, LLC Dallas, TX Mar 2007 - Feb 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for Charlotte A. Adams
Phone Number: 806-353-8782
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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