RA
Russ M. Adams
FALCON FINANCIAL
Salisbury, NC 28144
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CRD#: 7615011
RA
Professional summary
Russ Moore Adams is a registered financial advisor currently at FALCON FINANCIAL located in Salisbury, North Carolina.
Russ is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Russ has worked at 1 firm and has passed the Series 65 exam.
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.
1) Independent Insurance Agent, investment related, Salisbury, NC; Insurance; Licensed Life/Health/Medicare Agent; 80 hours/month, 4 hrs/day during trading hours. 2) AGWW&T Properties LLC, not investment related, Salisbury, NC; Real estate holding company; 4 hrs/month, 2% of time spent daily; Buying, selling, acquiring real estate. 3) Trident Property Group, LLC, not investment related, Salisbury, NC; Real estate holding company; 6 hrs/month, 2% of time spent daily; Buying, selling, acquiring real estate.
CRS (Client Relationship Summary) - RIA
Click below to view Russ Moore 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®
NoneExperience
Current
August 15, 2022 - Present
FALCON FINANCIAL
Office #1: 200 Statesville Blvd #1001, Salisbury, NC 28144RIA
CRD#: 160615
Salisbury, NC
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
North Carolina(8/15/2022)
Current Firm
FF
FALCON FINANCIAL
EFALCON ADVISOR | TRIDENT FINANCIAL GROUP | FALCON INVESTMENTS | FALCON INVESTMENT STRATEGIES LLC | FALCON FINANCIAL | FALCON DIVORCE ADVISORS
CRD#: 160615 / SEC#:
North Carolina
Registered Investment Advisory firm - (1/24/2012 Approved)Texas
Registered Investment Advisory firm - (3/6/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Statesville Blvd #1001, Salisbury, NC 28144
Mailing Address
Phone number
(704) 603-4177
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 547 |
| AUM (Assets Under Management) | $ 85,567,279 |
Red Flags
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