Samuel Adams, financial advisor Los Angeles CA

Samuel Adams

CRD Number: 6057464
Current Firm: Kinetic Investment Management, Inc.

Samuel Adams (CRD# 6057464) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Los Angeles, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kinetic Investment Management, Inc. Glendale, CA May 2019 - Current 1
Rta & Associates Financial & Insurance Services Glendale, CA May 2009 - Current 11
Foundations Investment Advisors, LLC Scottsdale, AZ Apr 2017 - May 2019 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2016
S65 NASAA Investment Advisors Law Examination Dec 2016
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Samuel Adams
Phone Number: (800) 711-4818
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $200,601
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, IL, NM

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