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KA

Kevin W. Adams

LAW OFFICE OF KEVIN ADAMS, PLLC
LIVONIA, MI 48150
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CRD#: 4718596
KA

Professional summary


Kevin William Adams is a registered financial advisor currently at LAW OFFICE OF KEVIN ADAMS, PLLC located in Livonia, Michigan.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kevin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


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.
LAW OFFICE OF KEVIN ADAMS, PLLC OWNER 31324 SCHOOLCRAFT RD. LIVONIA, MI 48150 40 HOUR WORK WEEK PRACTICING ESTATE AND TAX ATORRNEY

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kevin William Adams's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 20, 2014 - Present

LAW OFFICE OF KEVIN ADAMS, PLLC

Office #1: 31324 Schoolcraft Rd., Livonia, MI 48150
RIA
CRD#: 173127
LIVONIA, MI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(11/20/2014)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/26/2014
Uniform Investment Adviser Law Examination

Current Firm


LO
LAW OFFICE OF KEVIN ADAMS, PLLC
ADAMS, KEVIN WILLIAM | LAW OFFICE OF KEVIN ADAMS, PLLC

CRD#: 173127 / SEC#:

Michigan
Registered Investment Advisory firm - (11/19/2014 Approved)
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Contact information


Main Address
45209 Helm St., Plymouth, MI 48170
Mailing Address
Phone number
(734) 422-3400
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Red Flags


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.

Company Information


LAW OFFICE OF KEVIN ADAMS, PLLC

CRD#: 173127Livonia, MI 48150

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