David AdamsCRD Number: 6002375
Current Firm: Cambridge Investment Research Advisors, Inc.
David Adams (CRD# 6002375) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Charles, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2012 - Current||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2012 - Current||4|
|Acr Steel Sales, LLC||Fenton, MO||Jan 2010 - Current||6|
|Sunset Financial Services||Kansas City, MO||Nov 2011 - Jun 2012||< 1|
|St. Louis Steel Services, Inc.||Valley Park, MO||Nov 1994 - Dec 2009||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV