Advisor at Adams Ashby Financial Advisors
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Firm
Adams Ashby Financial Advisors
Location
Sacramento, CA 95864
Credentials
Series 63, Series 65
Industry experience
24 years
Nina Adams is a financial advisor at Adams Ashby Financial Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Adams Ashby Financial Advisors since 2010. Adams Ashby Financial Advisors provides comprehensive portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm manages approximately $737 million in assets and employs a range of investment strategies, including the use of derivatives and margin transactions, with individualized, discretionary advice and regular account reviews.
Based on Adams Ashby Financial Advisors
1.25% annually
3508 Cody Way, Ste 100
Sacramento, CA 95864
California
Adams Ashby Financial Advisors
2010 - Present (16 years)
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Accountant / CPA / tax prep
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Bank
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Real estate agent
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Other specialized services
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