Andrew Adams (CRD# 4594963) is an Investment Advisor Representative working at Addicus Advisory, LLC in Oxford, MS and has over 21 years of experience in the finance industry.
CRD# 2471402
Edward Jones
CRD# 5175086
Edward Jones
CRD# 2178132
Thrivent Investment Management Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Addicus Advisory, LLC | Oxford, MS | Oct 2015 - Current | 8 |
Addicus Risk Management, LLC | Tupelo, MS | Jan 2012 - Current | 12 |
Addicus, LLC | Oxford, MS | Nov 2011 - Current | 12 |
Invest Financial Corp. | Oxford, MS | Dec 2011 - Dec 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2002 |
S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
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Total Assets Under Management271MILLIONS
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Total Number of Accounts280ACCOUNTS
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Average Account Value$966,256
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CT, LA, MS, NY, TN, TX
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