Brian Adamson, financial advisor Longwood FL

Brian Adamson

CRD Number: 5022432
Current Firm: Raymond James Financial Services Advisors, Inc.

Brian Adamson (CRD# 5022432) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Longwood, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Longwood, FL Jul 2019 - Current 1
Raymond James Financial Services, Inc. Longwood, FL Aug 2018 - Current 2
Wyndham Destinations (wvo) Orlando, FL Oct 2014 - Current 6
Marriott Vacations Worldwide Orlando, FL Mar 2013 - Oct 2014 1
Marriott Vacations Worldwide Orlando, FL Mar 2012 - Mar 2013 1
Marriott Vacations Worldwide Orlando, FL Feb 2011 - Mar 2012 1
Marriott International Orlando, FL Feb 2010 - Feb 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Brian M. Adamson
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    117,643
    MILLIONS
  • Total Number of Accounts
    400,197
    ACCOUNTS
  • Average Account Value
    $293,964
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, WY

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