Steven AdamsCRD Number: 5992425
Current Firm: Cambridge Investment Research Advisors, Inc.
Steven Adams (CRD# 5992425) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Aplena, MI and has over 11 years of experience in the finance industry.
Mariner Wealth Advisors
Woodbury Financial Services, Inc.
|Cambridge Investment Reseach, Inc.||Fairfield, IA||Feb 2015 - Current||8|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Feb 2015 - Current||8|
|Unemployed||Northport, MI||Oct 2014 - Jan 2015||< 1|
|Edward Jones||St Louis, MO||Apr 2013 - Sep 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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