Sandra AdamsCRD Number: 2962229
Current Firm: Center For Financial Planning Inc.
Sandra Adams (CRD# 2962229) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 19 years of experience in the finance industry. Sandra Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|Society For Active Retirees||Farmington Hills, MI||Oct 2017 - Current||5|
|Center For Financial Planning, Inc.||Southfield, MI||Jan 2006 - Current||16|
|Raymond James Financial Servi Ces, Inc.||Southfield, MI||Aug 1996 - Current||26|
|Schoolcraft College||Livonia, MI||Oct 2017 - Oct 2021||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
Total Assets Under Management1,444MILLIONS
Total Number of Accounts3,414ACCOUNTS
Average Account Value$422,868
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MI, MN, MO, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, WA
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