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Andrew Adams, financial advisor Rogers AR

Andrew Adams

CRD Number: 2462003
Current Firm: Arvest Wealth Management

Andrew Adams (CRD# 2462003) is an Investment Advisor Representative working at Arvest Wealth Management in Rogers, AR and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Wealth Management Rogers, AR Dec 2018 - Current 2
Cetera Investment Advisers LLC Rogers, AR May 2015 - Dec 2018 3
Cetera Investment Services LLC St.cloud, MN May 2015 - Dec 2018 3
Regions Bank Rogers, AR Mar 2015 - Dec 2018 3
Edward Jones St Louis, MO Jul 2014 - Mar 2015 < 1
O'reilly Auto Parts Fayetteville, AR Sep 2011 - Jul 2014 2
O'reilly Auto Parts Bryant, AR May 2010 - Sep 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Andrew G. Adams
Phone Number: 479 770 1825
Registered State(s):
  • AR
  • MO
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    2,144
    MILLIONS
  • Total Number of Accounts
    6,945
    ACCOUNTS
  • Average Account Value
    $308,743
Compensation Options
  • A percentage of assets under your management
  • 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

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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