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Charles W. Adams

Charles W. Adams, CFP®

Senior Financial Advisor
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, IN, NC, NM, NV, OR, TX, WA,
Insurance licensed in the following states: California Insurance Lic. # 0B89530, Resident State CA, OR, TX, WA
CHARLES ADAMS: Financial Advisor: Wells Fargo Advisors Financial Network, LLC

Why Invest With Us

Why Invest With Us

Investment and Insurance Products Are:

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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