Vickie Adams, financial advisor Denver CO

Vickie Adams

CRD Number: 1084652
Current Firm: Avantax Advisory Services

Vickie Adams (CRD# 1084652) is an Investment Advisor Representative working at Avantax Advisory Services in Denver, CO and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Denver, CO May 1994 - Current 29
Avantax Insurance Agency, LLC Denver, CO Apr 1994 - Current 29
Avantax Investment Services, Inc. Denver, CO Sep 1993 - Current 30
Vickie Adams San Pedro, CA Jan 1990 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
Contact Info for Vickie F. Adams
Phone Number: 972-870-6000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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, VT, WA, WI, WV, WY

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