Todd Adams, financial advisor Greensboro NC

Todd Adams

CRD Number: 4250936
Current Firm: Bass Financial Strategies, Inc.

Todd Adams (CRD# 4250936) is an Investment Advisor Representative working at Bass Financial Strategies, Inc. in Greensboro, NC and has over 18 years of experience in the finance industry. Todd 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.

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Professional Designations
Company Name Location Dates Years
Grove Point Advisors, LLC Rockville, MD Apr 2021 - Current 2
Grove Point Investments, LLC Rockville, MD Apr 2021 - Current 2
Bass Financial Strategies, Inc. Greensboro, NC Apr 2005 - Current 18
H. Beck, Inc. Rockville, MD Aug 2005 - Mar 2021 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
Contact Info for Todd L. Adams
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

NC

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