Andrew AdamsCRD Number: 4594963
Current Firm: Addicus Advisory, LLC
Andrew Adams (CRD# 4594963) is an Investment Advisor Representative working at Addicus Advisory, LLC in Tupelo, MS and has over 15 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
|Addicus Advisory, LLC||Oxford, MS||Oct 2015 - Current||2|
|Addicus Risk Management, LLC||Tupelo, MS||Jan 2012 - Current||6|
|Addicus, LLC||Oxford, MS||Nov 2011 - Current||6|
|Invest Financial Corp.||Oxford, MS||Dec 2011 - Dec 2016||5|
|Next Financial Group Inc.||Tupelo, MS||Nov 2007 - Dec 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management5MILLIONS
Total Number of Accounts9ACCOUNTS
Average Account Value$533,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
GA, MS, TN
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