Advisor at Adams Wealth Management
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Firm
Adams Wealth Management
Location
Amarillo, TX 79101
Credentials
Series 66
Industry experience
15 years
James Adams is a financial advisor at Adams Wealth Management in Amarillo, TX, with 15 years of industry experience. He has held his current role since 2014 and previously worked at Hilltop Securities Independent Network for two years. He holds the Series 66 designation. Adams Wealth Management is an independent advisory firm managing approximately $13.6 million across 29 client accounts. The firm offers discretionary portfolio management and comprehensive financial planning services to individual, including high-net-worth, and corporate clients. It uses a client-specific approach to portfolio construction and sponsors a wrap fee program that covers investment management and transaction costs under a single fee.
Based on Adams Wealth Management
1.5% annually
Account minimum: $100,000
600 S. Tyler St., Suite 2100
Amarillo, TX 79101
Texas
Adams Wealth Management Group LLC
2014 - Present (12 years)
Hilltop Securities Independent Network
2014 - 2016 (2 years)
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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