Adam Oates (CRD# 7191988) is an Investment Advisor Representative working at Archer Investment Corporation in Greensboro, NC and has over 4 years of experience in the finance industry.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4161901
Founders Financial Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archer Investment Corporation | Carmel, IN | Aug 2021 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | Oct 2019 - Aug 2021 | 1 |
| Axa Advisors | New York, NY | Oct 2019 - Jun 2020 | < 1 |
| Unemployed | Browns Summit, NC | Aug 2019 - Oct 2019 | < 1 |
| Appalachian State University | Boone, NC | Aug 2017 - Aug 2019 | 2 |
| Unemployed | Browns Summit, NC | May 2017 - Aug 2017 | < 1 |
| Community College | Browns Summit, NC | Jan 2014 - May 2017 | 3 |
| Lowes Food | Greensboro, NC | May 2015 - Aug 2015 | < 1 |
| Guiliford County Public Schools | Browns Summit, NC | Aug 2002 - May 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- NC
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Total Assets Under Management749MILLIONS
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Total Number of Accounts3,810ACCOUNTS
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Average Account Value$196,642
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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