Micah Adams (CRD# 6748714) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry. Micah Adams 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Strata Wealth Advisors, LLC | Dallas, TX | Feb 2024 - Current | < 1 |
True North Advisors, LLC | Dallas, TX | Dec 2020 - Feb 2024 | 3 |
Aspiriant | Minneapolis, MN | Oct 2018 - Nov 2020 | 2 |
The Mather Group | Houston, TX | May 2018 - Oct 2018 | < 1 |
Integrity Wealth | Minneapolis, MN | Jan 2018 - May 2018 | < 1 |
Texas Tech University | Lubbock, TX | Aug 2014 - Dec 2017 | 3 |
Texas Tech Student Union | Lubbock, TX | Oct 2014 - Nov 2017 | 3 |
White Oaks | Minneapolis, MN | May 2017 - Aug 2017 | < 1 |
Brookshire Grocery Company | Tyler, TX | Feb 2010 - May 2015 | 5 |
- TX
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Total Assets Under Management795MILLIONS
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Total Number of Accounts1,065ACCOUNTS
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Average Account Value$746,938
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, IL, LA, OK, TX
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