Gregory AdamsCRD Number: 5646424
Current Firm: Fiduciary Investment Advisors, LLC
Gregory Adams (CRD# 5646424) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 10 years of experience in the finance industry.
Barron Financial Group, LLP
|Fiduciary Investment Advisors, LLC||Windsor, CT||Jul 2017 - Current||2|
|Voya Financial Advisors||Glastonbury, CT||Sep 2014 - Jun 2017||2|
|Ing Financial Partners, Inc.||Glastonbury, CT||Apr 2010 - Sep 2014||4|
|Jacobs Financial Partners||Glastonbury, CT||Apr 2010 - Sep 2014||4|
|Metlife Securities Inc.||Wethersfield, CT||Feb 2009 - Apr 2010||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management1,640MILLIONS
Total Number of Accounts161ACCOUNTS
Average Account Value$10,189,021
- 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)
CT, FL, LA, MA, ME, NH, NJ, NY, PA, RI, TX, VT
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