Sandra Adams, financial advisor Southfield MI

Sandra Adams

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Sandra D. Adams
Phone Number: (248)948-7900
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,444
    MILLIONS
  • Total Number of Accounts
    3,414
    ACCOUNTS
  • Average Account Value
    $422,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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