Riley Crosbie (CRD# 6538869) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 9 years of experience in the finance industry. Riley Crosbie 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.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adams Wealth Management, LLC | Logan, UT | Dec 2021 - Current | 2 |
| Adams Wealth Management, LLC | Logan, UT | Oct 2017 - Current | 6 |
| Allegis Investment Advisors | Logan, UT | Nov 2015 - Oct 2017 | 1 |
| Beacon Financial Planning | Logan, UT | Jul 2015 - Nov 2015 | < 1 |
| Conservice | Logan, UT | Jul 2015 - Nov 2015 | < 1 |
| Jones Simkins | Logan, UT | Nov 2013 - Jul 2015 | 1 |
| Student | Logan, UT | Jan 2000 - May 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- TX
- UT
-
Total Assets Under Management603MILLIONS
-
Total Number of Accounts1,707ACCOUNTS
-
Average Account Value$353,538
- A percentage of assets under your management
- 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, CA, CO, FL, ID, MT, OR, TX, UT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.