Charles W. Adams, CFP

Senior Financial Advisor

My Qualifications

Utilizing the vast resources of Wells Fargo Advisors, I am able to offer a wide variety of investment options that are best suited for the individual needs of 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.

In order to best service my client's needs, I have earned the CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® certification, I had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. I also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.

I hold the following current registrations:

  • Series 7 – General Securities Representative
  • Series 9 & 10 – General Securities Sales Supervisor
  • Series 31 – Futures Managed Funds
  • Series 63 – Uniform Securities Agent State Law
  • Series 65 – Uniform Investment Advisor Law
  • CA Insurance license # 0B89530 for life, long-term care and annuities

Insurance products are offered through nonbank insurance agency affiliates of
Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, FL, ID, IL, IN, NC, NV, OH, OR, PA, TX, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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