Wilda AdamsCRD Number: 1873198
Current Firm: Securian Financial Services, Inc.
Wilda Adams (CRD# 1873198) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Tyler, TX and has over 33 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
|Securian Financial Services Inc.||St Paul, MN||Dec 2019 - Current||2|
|Martin Financial Group||Tyler, TX||Dec 2019 - Current||2|
|Securian Financial Services, Inc.||St. Paul, MN||May 1996 - Dec 2019||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- 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
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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