Adam O'shields, financial advisor Guntersville AL
90 score

Adam O'shields

CRD Number: 6050460
Current Firm: Raymond James Financial Services Advisors, Inc.

Adam O'shields (CRD# 6050460) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Guntersville, AL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Guntersville, AL Jul 2014 - Current 2
Raymond James Financial Services Advisors Inc. Guntersville, AL Jul 2014 - Current 2
Team Wealth Solutions Guntersville, AL Jul 2014 - Current 2
Ubs Financial Services Inc. Atlanta, GA Mar 2013 - Jul 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntsville, AL Mar 2012 - Dec 2012 < 1
Pratt & Whitney Rocketdyne Huntsville, AL May 2008 - Mar 2012 3
Universtiy Of Alabama Huntsville Huntsville, AL Aug 2008 - Dec 2011 3
Robert Trent Jones Golf Trail Opelika, AL Jan 2008 - May 2008 < 1
Southern Union Community College Opelika, AL Aug 2007 - May 2008 < 1
Designer Plastics Arab, AL Feb 2007 - May 2008 1
T.s. Dudley Inc. Centre, AL May 2007 - Jan 2008 < 1
Land Ventures LLC Fort Worth, TX Sep 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Adam T. O'shields
Phone Number: 727-567-5877
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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