David Adams, financial advisor Ponte Vedra Beach FL

David Adams

CRD Number: 1575083
Current Firm: Ameriprise Financial Services, LLC

David Adams (CRD# 1575083) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ponte Vedra Beach, FL and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, LLC Jacksonville, FL Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Jacksonville, FL Jan 2018 - Mar 2020 2
Sagepoint Financial, Inc. Jacksonville, FL Jan 2009 - Jan 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Nov 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David N. Adams
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
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)
  • Publication of periodicals or newsletters
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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