Peter AdamsCRD Number: 4293380
Current Firm: Avantax Advisory Services
Peter Adams (CRD# 4293380) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 22 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Avantax Investment Services, Inc.||Raleigh, NC||Oct 2019 - Current||3|
|Avantax Advisory Services||Raleigh, NC||Oct 2019 - Current||3|
|Avantax Insurance Services, Inc.||Raleigh, NC||Nov 2004 - Current||18|
|Hughes, Pittman & Gupton, LLP||Raleigh, NC||Sep 1994 - Current||28|
|1st Globa Advisors, Inc.||Raleigh, NC||Apr 2001 - Oct 2019||18|
|1st Global Capital Corp||Raleigh, NC||Oct 2000 - Oct 2019||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2000|
Total Assets Under Management30,968MILLIONS
Total Number of Accounts123,393ACCOUNTS
Average Account Value$250,972
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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