Alexander Michael Adams

Adams Financial Concepts, LLC

39 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Adams Financial Concepts, LLC

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

150 clients

Average Client Portfolio

$531K average

Assets Under Management

$79.7M

Location

1001 Fourth Avenue, Suite 4330, Seattle, WA, 98154

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History

Regulatory History (1)

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Regulatory

February 2014

Final

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Other Business Activities

Alexander is a member of the board of directors of Evdense Holding Company since 2017. This requires minimal time each month.

Employment History

Current Registrations

Adams Financial Concepts, LLC

August 2005 - Present · 20 yrs 6 mos

Previous Registrations

Mid Atlantic Capital CorporationBroker

January 2005 - December 2009 · 4 yrs 11 mos

Mid Atlantic Financial Management, INC.

January 2005 - January 2008 · 3 yrs

Wachovia Securities, LLC

January 1999 - January 2005 · 6 yrs

Wachovia Securities, LLCBroker

November 1998 - January 2005 · 6 yrs 2 mos

Dain Rauscher IncorporatedBroker

March 1998 - November 1998 · 8 mos

Dain Rauscher IncorporatedBroker

May 1990 - March 1998 · 7 yrs 10 mos

Painewebber IncorporatedBroker

April 1986 - May 1990 · 4 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.