Adam Christensen, financial advisor Oklahoma City OK
88 score

Adam Christensen

CRD Number: 6341734
Current Firm: Phillips Capital Advisors, Inc.

Adam Christensen (CRD# 6341734) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Christensen Law Group Oklahoma City, OK Jul 2015 - Current 1
T S Phillips Investments, Inc. Oklahoma City, OK Jul 2015 - Current 1
Bank Of America, N.a. Oklahoma City, OK Feb 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City, OK May 2014 - Current 2
Christensen Law Group Oklahoma City, OK Aug 2011 - May 2014 2
Oklahoma City University Oklahoma City, OK May 2008 - Aug 2011 3
Oklahoma University Norman, OK Jan 2004 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Adam W. Christensen
Phone Number: 405-943-9433
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    292
    MILLIONS
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $876,191
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, NM, OK, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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