Advisor at United Advisors America
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
United Advisors America
Location
Acworth, GA
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
Robyn Adams is a financial advisor with Ameriprise in Acworth, GA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at Ameriprise since 2018, with prior roles at Mass Mutual Investors Services, Allstate Insurance, and Horace Mann Investors. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver customized retirement planning advice.
Based on United Advisors America
Based on United Advisors America
$0 - $1,500,000: 1.0% annually $1,500,001 - $2,500,000: 0.8% annually $2,500,001+: 0.6% annually null - null: Fixed Income Portfolio Management: 0.5% annually
Insurance product sales result in commissions to representatives from insurance carriers.
Account minimum: $50,000
Acworth, GA
Alabama · Georgia · North Carolina · Virginia
Ameriprise
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2018 - 2020 (2 years)
Unemployed
2018 - 2018 (1 year)
Mass Mutual Investors Services
2017 - 2018 (1 year)
Massachusetts Mutual life Insurance Company
2017 - 2018 (1 year)
Allstate Insurance Co
2017 - 2017 (1 year)
Horace Mann Investors, Inc.
2012 - 2017 (5 years)
The R L Adams Agency
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Marietta, GA
AF Capital Management, LLC
Series 63, Series 65
Canton, GA
Gustafsson Wealth Management, Inc.
Series 66
Kennesaw, GA
Schumpert Investments, LLC
Series 63, Series 65
Marietta, GA
DPM Wealth Management, Inc.
CFP®, Series 63, Series 65
Marietta, GA
Financial Planning Partners
Series 65
Marietta, GA
Waypoint Financial Planning, LLC
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