Todd Adams, financial advisor Salt Lake City UT
93 score

Todd Adams

CRD Number: 1920468
Current Firm: Kestra Private Wealth Services, LLC

Todd Adams (CRD# 1920468) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 27 years of experience in the finance industry.

Similar Advisors
Jeffrey Zesiger, financial advisor Salt Lake City UT
Jeffrey D. Zesiger
CRD# 2649450
Uma Financial Services Inc.
Score
101
Similar Advisors
Brady Ririe, financial advisor Salt Lake City UT
Brady H. Ririe
CRD# 5747247
Morgan Stanley
Score
100
Similar Advisors
Alan Battles, financial advisor Salt Lake City UT
Alan R. Battles
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
Company Name Location Dates Years
Nfp Securities, Inc. Salt Lake City, UT Aug 2014 - Current 2
Washington Wealth Management Salt Lake City, UT Aug 2014 - Current 2
Rbc Capital Markets, LLC Salt Lake City, UT Mar 2008 - Aug 2014 6
Rbc Dain Rauscher Salt Lake City, UT Sep 2007 - Mar 2008 < 1
Ubs Financial Services Inc. Pocatello, ID Aug 2006 - Sep 2007 1
Piper Jaffray Inc. Pocatello, ID Sep 1992 - Sep 2007 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for Todd N. Adams
Phone Number: 800-214-8341
Firm Website: http://washwm.com/
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    926
    MILLIONS
  • Total Number of Accounts
    3,545
    ACCOUNTS
  • Average Account Value
    $261,243
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.