Patrick Adams (CRD# 7537603) is an Investment Advisor Representative working at Terra Wealth in Murfreesboro, TN and has 1 year of experience in the finance industry.
CRD# 3051445
Raymond James Financial Services Advisors, Inc.
CRD# 2868401
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2653243
Cambridge Investment Research Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Pixelflex, LLC | Nashville, TN | Apr 2023 - Current | 1 |
Terra Wealth Management, LLC | Murfreesboro, TN | Nov 2022 - Current | 1 |
M3 Technology Group | Nashville, TN | Jan 2017 - Apr 2023 | 6 |
Pfs Investments Inc. | Smyrna, GA | Apr 2022 - Nov 2022 | < 1 |
Primerica Financial Services | Smyrna, GA | Jan 2022 - Nov 2022 | < 1 |
Logan Media Services | Nashville, TN | Feb 2015 - Jan 2017 | 1 |
Av-spl | Pleasanton, CA | Oct 2013 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2022 |
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- TN
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Total Assets Under Management250MILLIONS
-
Total Number of Accounts2,158ACCOUNTS
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Average Account Value$115,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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