Christopher Adams, financial advisor South Bend IN

Christopher Adams

CRD Number: 4621831
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Christopher Adams (CRD# 4621831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Bend, IN and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. South Bend, IN Apr 2012 - Current 11
Merrill Lynch, Pierce, Fenner & Smith Incorporated South Bend, IN Feb 2005 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Christopher J. Adams
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CO
  • IN
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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