Christopher Adams (CRD# 2588417) is an Investment Advisor Representative working at Cwm, LLC in Baton Rouge, LA and has over 29 years of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, Llc Dba Carson Group Partners | Baton Rouge, LA | Mar 2019 - Current | 5 |
| The Olivier Group, LLC | Baton Rouge, LA | Mar 2019 - Current | 5 |
| Cetera Advisor Networks | El Segundo, CA | Mar 2019 - Current | 5 |
| Lsu Alumni Association Of New Orleans - Crescent City Tigers | New Orleans, LA | Nov 2014 - Current | 9 |
| Alpha Gamma House Corporation Pi Kappa Alpha Fraternity | Baton Rouge, LA | Nov 2014 - Current | 9 |
| Strategic Wealth Management, LLC | Baton Rouge, LA | May 2007 - Current | 16 |
| Enclave Development, LLC | Baton Rouge, LA | May 2007 - Current | 16 |
| The Oaks At Bluebonnet Parc | Baton Rouge, LA | May 2007 - Current | 16 |
| Adams Investment Services, LLC | Baton Rouge, LA | Dec 2003 - Current | 20 |
| Lpl Financial Llc (f.k.a) Linsco/private Ledger | Baton Rouge, LA | Dec 2003 - Mar 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- LA
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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