Steven Craig Adams
CFP®Professional Summary
Steven Craig Adams, CFP®, who also goes by Craig Steven Adams, Craig Adams, S Craig Adams, S. C Adams, Scraig Adams, is a registered financial advisor currently at ADAMS WEALTH ADVISORS located in Logan, Utah. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Steven has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Education Planning
- Employee and Employer Plan Benefits
- Retirement Planning
- Estate Planning
- Investment Planning
- Comprehensive Financial Planning
- Insurance Planning
Other Aliases
Steven Craig Adams, Craig Steven Adams, Craig Adams, S Craig Adams, S. C Adams, Scraig Adams
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
31 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ADAMS INVESTMENT MANAGEMENT | CACHETECH | AIM VENTURA CAPITAL | ADAMS WEALTH MANAGEMENT LLC | ADAMS WEALTH ADVISORS
Contact Information
Main Address
701 S Main Suite #400, Logan, UT 84321Phone Number
(435) 752-1702# of Employees
18SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,506AUM (Assets Under Management)
$565,770,135Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ADAMS INVESTMENT MANAGEMENT | CACHETECH | AIM VENTURA CAPITAL | ADAMS WEALTH MANAGEMENT LLC | ADAMS WEALTH ADVISORS
State Registrations and Notice Filings
(2/7/2018)
(9/12/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Craig Adams's CRS (Customer Relationship Summary).
Services Offered by Steven
- Education Planning
- Employee and Employer Plan Benefits
- Retirement Planning
- Estate Planning
- Investment Planning
- Comprehensive Financial Planning
- Insurance Planning
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