David Adams (CRD# 2853872) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Kaufman, TX and has over 25 years of experience in the finance industry.
CRD# 4211653
J.p. Morgan Securities LLC
CRD# 5268736
Aber Investments
CRD# 4230604
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adams Insurance Services | Kaufman, TX | May 2019 - Current | 3 |
| Allstate Insurance Co | Kaufman, TX | May 2019 - Current | 3 |
| Ameriprise Financial Services, Inc. | Richardson, TX | Apr 2009 - Apr 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management31MILLIONS
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Total Number of Accounts166ACCOUNTS
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Average Account Value$187,468
- Other
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