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Rosemarie Chiyoko Adams

FINANCIAL ADVISERS OF AMERICA, LLC·CARLSBAD, California
Unclaimed Profile
1930 PALOMAR POINT WAY, CARLSBAD, CA 92008CRD# 4638793Firm CRD# 142170
01

About

Rosemarie Chiyoko Adams is a registered financial advisor based in CARLSBAD, California, affiliated with FINANCIAL ADVISERS OF AMERICA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL ADVISERS OF AMERICA, LLC
FINANCIAL ADVISERS OF AMERICA, LLC
AUM
$164M
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at FINANCIAL ADVISERS OF AMERICA, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4638793
Firm CRD# 142170
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rosemarie Chiyoko Adams offer?
Rosemarie Chiyoko Adams specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.
What are Rosemarie Chiyoko Adams's credentials?
Rosemarie Chiyoko Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosemarie Chiyoko Adams located?
Rosemarie Chiyoko Adams is based in CARLSBAD, California, working with FINANCIAL ADVISERS OF AMERICA, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.
How does Rosemarie Chiyoko Adams charge for services?
Rosemarie Chiyoko Adams's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ADVISERS OF AMERICA, LLC?
FINANCIAL ADVISERS OF AMERICA, LLC has approximately 50 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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