Erin AmesCRD Number: 6730049
Current Firm: Adams Wealth Advisors
Erin Ames (CRD# 6730049) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 3 years of experience in the finance industry. Erin Ames has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Adams Wealth Advisors
Core Capital Wealth Management, LLC
Ameriprise Financial Services, LLC
|Adams Wealth Advisors||Logan, UT||Aug 2018 - Current||3|
|Erin Reed Floral Design||Providence, UT||Jul 2016 - Current||5|
|Adams Wealth Advisors||Logan, UT||Sep 2017 - Aug 2018||< 1|
|Team Adventure On||Providence, UT||Jul 2017 - Dec 2017||< 1|
|Sugar Me Smooth||Providence, UT||Jan 2016 - Aug 2017||1|
|Koch Industries||Wichita, KS||May 2017 - May 2017||< 1|
|Northwestern Mutual||Logan, UT||Jan 2017 - May 2017||< 1|
|The Roof Restauraunt||Salt Lake City, UT||Oct 2016 - Dec 2016||< 1|
|Wasatch Premier Hospitality||Providence, UT||Oct 2015 - May 2016||< 1|
|Student||Providence, UT||May 2008 - Oct 2015||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
Total Assets Under Management322MILLIONS
Total Number of Accounts1,244ACCOUNTS
Average Account Value$258,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, ID, MD, OR, TX, UT, WA, WY
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