Adaptfirst Investments LLC

Adaptfirst Investments LLC (CRD# 289096) is a financial advisory firm headquartered in , . They manage $46,181,954 in 664 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
https://www.adaptfirst.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    664
    ACCOUNTS
  • Average Account Value
    $69,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IN, MD, NC, NY, OH, SC, TX

Financial Advisors at Adaptfirst Investments LLC
Showing 1 - 10 of 12 top financial advisors.
1
James Byers, financial advisor Greensboro NC
James C. Byers
CRD#: 5134439
Greensboro, NC

James Byers (CRD# 5134439) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 17 years of experience in the finance industry.

2
James Eddington, financial advisor Greensboro NC
James J. Eddington
CRD#: 3260578
Greensboro, NC

James Eddington (CRD# 3260578) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 10 years of experience in the finance industry.

3
Charles Freeman, financial advisor Greensboro NC
Charles F. Freeman
CRD#: 2963226
Greensboro, NC

Charles Freeman (CRD# 2963226) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 21 years of experience in the finance industry.

4
Tristen Gadberry, financial advisor Ponte Vedra FL
Tristen A. Gadberry
CRD#: 6872991
Ponte Vedra, FL

Tristen Gadberry (CRD# 6872991) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Ponte Vedra, FL and has over 5 years of experience in the finance industry.

5
Leslie Garner, financial advisor Greensboro NC
Leslie Garner
CRD#: 2634511
Greensboro, NC

Leslie Garner (CRD# 2634511) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 8 years of experience in the finance industry. Leslie Garner 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.

6
Ryan Gehsmann, financial advisor Greensboro NC
Ryan C. Gehsmann
CRD#: 6201351
Greensboro, NC

Ryan Gehsmann (CRD# 6201351) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 7 years of experience in the finance industry.

7
Robert Masten, financial advisor Greensboro NC
Robert P. Masten
CRD#: 4451836
Greensboro, NC

Robert Masten (CRD# 4451836) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 21 years of experience in the finance industry.

8
Gregory Schlaudecker, financial advisor Jamestown NC
Gregory W. Schlaudecker
CRD#: 2068741
2609 Glasshouse Rd, Ste 107, Jamestown, NC 27282

Gregory Schlaudecker (CRD# 2068741) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Jamestown, NC and has over 33 years of experience in the finance industry.

9
Michael Smith, financial advisor High Point NC
Michael S. Smith
CRD#: 1650942
1001 N Lindsay St Ste 102, High Point, NC 27262

Michael Smith (CRD# 1650942) is an Investment Advisor Representative working at Adaptfirst Investments LLC in High Point, NC and has over 29 years of experience in the finance industry.

10
George Kitchen, financial advisor Mebane NC
George H. Kitchen
CRD#: 4746775
Mebane, NC

George Kitchen (CRD# 4746775) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Mebane, NC and has over 13 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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