Adam Boor, financial advisor Raleigh NC

Adam Boor

CRD Number: 6916424
Current Firm: Raymond James Financial Services Advisors, Inc.

Adam Boor (CRD# 6916424) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Raleigh, NC and has over 5 years of experience in the finance industry. Adam Boor 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Raleigh, NC May 2021 - Current 2
Raymond James Financial Services Advisors, Inc. Raleigh, NC May 2021 - Current 2
Pursuit Wealth Management, LLC Raleigh, NC May 2021 - Current 2
Rbc Capital Markets, LLC Baltimore, MD Jul 2019 - May 2021 1
Citizens Securities, Inc. Allison Park, PA Feb 2018 - Jul 2019 1
Citizens Bank Allison Park, PA Feb 2018 - Jul 2019 1
Citizens Bank Allison Park, PA Jan 2017 - Feb 2018 1
Ruby Tuesday Lavale, MD Jun 2010 - Dec 2016 6
Document Solutions Cumberland, PA Oct 2015 - Jun 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2018
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Adam W. Boor
Phone Number: 727-567-3020
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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