Noel Adams, financial advisor Fort Worth TX

Noel Adams

CRD Number: 4951603
Current Firm: Kestra Advisory Services, LLC

Noel Adams (CRD# 4951603) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Fort Worth, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current 4
The Gus Bates Company Ft. Worth, TX Jul 2007 - Current 12
Nfp Securities Ft.worth, TX Aug 2007 - Apr 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Noel K. Adams
Phone Number: 8445537872
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    21,746
    MILLIONS
  • Total Number of Accounts
    81,360
    ACCOUNTS
  • Average Account Value
    $267,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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