Charles W. Adams, CFP®Senior Financial Advisor
As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for my clients.
I worked for 9 years with Morgan Stanley before joining A.G. Edwards in 2005 (a predecessor firm of Wells Fargo Advisors). I graduated from Kaplan University Summa Cum Laude with a membership in the Alpha Beta Kappa National Honor Society and a degree in Business Administration. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM(CFP®) practitioner certification from the College for Financial Planning. For this certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Although I offer brokerage accounts with a traditional commission platform, when appropriate I prefer using fee-based account management which aligns your best interests with mine. With a fee-based account, in lieu of commissions, annual account fees, custodial fees, etc., I am paid a percentage of the value of the assets in your account.
Away from the office, I feel most at home with a fishing pole in my hands. I have been an active angler for over 45 years. I also enjoy spending time with my son, his wife and my two grandsons.
Office: (408) 828-4826
Toll free: (866) 398-8374
Advisory services are not designed for excessively traded accounts, and may not be suitable for all investors. There is a minimum fee per calendar quarter to maintain this type of account. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $25,000 to $200,000.
Securities Registered in the following states: AL, AZ, CA, FL, IL, NC, NM, NV, OR, TX, WA,
Insurance licensed in the following states: CA (Lic. # 0B89530), NC, NV, OR, TX, WA
CHARLES ADAMS: Financial Advisor: Wells Fargo Advisors Financial Network, LLC