Erin Ames, financial advisor Logan UT

Erin Ames

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Erin G. Ames
Phone Number: (435)752-1702
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States


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