Gregory Adams, financial advisor Palm Beach Gardens FL

Gregory Adams

CRD Number: 4091348
Current Firm: Optimist Capital

Gregory Adams (CRD# 4091348) is an Investment Advisor Representative working at Optimist Capital in Palm Beach Gardens, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Optimist Capital LLC Palm Beach Gardens, FL Oct 2018 - Current 5
Ameritas Investment Corp Lincoln, NE Aug 2017 - Oct 2018 1
Alpha Welath Strategies LLC Palm Beach Gardens Fl, FL Jun 2017 - Oct 2018 1
Lowry Capital Management Corporation Palm Beach Gardens, FL Sep 2015 - Jun 2017 1
Allen & Mooney Investment Advisors LLC Thomasville, GA Oct 1999 - Sep 2015 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Gregory H. Adams
Phone Number: 5617718077
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    74
    MILLIONS
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $978,864
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, FL

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