Lorraine Adams, financial advisor Newport Beach CA

Lorraine Adams

CRD Number: 4272006
Current Firm: Raymond James & Associates, Inc.

Lorraine Adams (CRD# 4272006) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Newport Beach, CA Apr 2023 - Current 1
Ubs Financial Services Inc. Brea, CA Sep 2018 - Apr 2023 4
Morgan Stanley Irvine, CA Jan 2018 - Sep 2018 < 1
Unemployed Anaheim, CA Dec 2017 - Dec 2017 < 1
Charles Schwab & Company, Inc. Newport Beach, CA Oct 2016 - Nov 2017 1
Ubs Financial Services Irvine, CA Feb 2012 - Oct 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2015
Contact Info for Lorraine K. Adams
Phone Number: 727-567-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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