Adam Chavis (CRD# 4096244) is an Investment Advisor Representative working at Avantax Advisory Services in Reisterstown, MD and has over 24 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 4686856
Beacon Investment Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Daco Construction Corporation | Harmans, MD | Sep 2022 - Current | 1 |
Seska Peck Ramberg Irrevocable Trust | Reisterstown, MD | Jan 2015 - Current | 9 |
Avantax Advisory Services | Reisterstown, MD | Nov 2011 - Current | 12 |
Avantax Insurance Agency, LLC | Reisterstown, MD | Jan 2008 - Current | 16 |
Avantax Investment Services, Inc. | Reisterstown, MD | Jan 2007 - Current | 17 |
Adam Chavis & Company, P.a. | Reisterstown, MD | Jun 1991 - Current | 32 |
Adam Chabis, Esquire | Reisterstown, MD | Dec 1987 - Current | 36 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2000 |
- MD
-
Total Assets Under Management30,968MILLIONS
-
Total Number of Accounts123,393ACCOUNTS
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Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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