Chase Adams, financial advisor Tucson AZ

Chase Adams

CRD Number: 6413153
Current Firm: Kestra Advisory Services, LLC

Chase Adams (CRD# 6413153) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tucson, AZ and has over 4 years of experience in the finance industry.

Similar Advisors
Sherry Hall, financial advisor Tucson AZ
Sherry Hall
CRD# 1445361
First Allied Advisory Services, Inc.
Similar Advisors
Joseph Borchers, financial advisor Tucson AZ
Joseph H. Borchers
CRD# 1863817
Cpr Investments Inc.
Similar Advisors
Derek Patla, financial advisor Tucson AZ
Derek J. Patla
CRD# 2955807
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Kestra Financial, Inc. Tucson, AZ Jan 2017 - Current 3
Bank Of America, N.a. Tucson, AZ May 2015 - Jan 2017 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson, AZ Nov 2014 - Jan 2017 2
Nova Home Loans Tucson, AZ Apr 2014 - Oct 2014 < 1
Unemployed Tucson, AZ Jan 2014 - Mar 2014 < 1
Oklahoma Baptist University Shawnee, OK Jul 2008 - Dec 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Chase N. Adams
Phone Number: 8445537872
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    21,746
    MILLIONS
  • Total Number of Accounts
    81,360
    ACCOUNTS
  • Average Account Value
    $267,280
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
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.