Andrew Adams, financial advisor Tupelo MS
83 score

Andrew Adams

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Andrew B. Adams
Phone Number: 888-398-8156
Registered State(s):
  • GA
  • MS
  • TN
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $533,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

GA, MS, TN

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BADGES
83

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