Pierre Adams (CRD# 2798030) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Metairie, LA and has over 26 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adg Wealth Management, LLC | Metairie, LA | Jan 2012 - Current | 12 |
| Triad Advisors, Inc. | Norcross, GA | May 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
- LA
-
Total Assets Under Management293MILLIONS
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Total Number of Accounts360ACCOUNTS
-
Average Account Value$812,656
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, IN, LA, MS, NJ, OH, TX
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