PA
PA

Patrick D Adams

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
2,087 clients
Average Client Portfolio
$191K average
Assets Under Management
$399.4M

Fee Structure

Minimum Investment:$50K
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Location

Murfreesboro, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Patrick spends about 10% of his time on insurance sales. He also works as a Sales Engineer for PixelFLEX, LLC, a direct view LED manufacturing company, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Terra Wealth
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
PFS Investments INC.Broker
May 2022 - November 2022 · 6 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Patrick D Adams - Financial Advisor | TrueAdvisor