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David Charles Adams

VITA ADVISORY SOLUTIONS INC·TEXARKANA, Texas
Series 7, Series 24, Series 63, Series 65Clean record27 years registeredVITA ADVISORY SOLUTIONS INC
4 CINDYWOOD DRIVE, TEXARKANA, TX 75503CRD# 2590554Firm CRD# 304759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Charles Adams · TEXARKANA, TX
Registration
CRD #2590554 · VITA ADVISORY SOLUTIONS INC · 27 years registered
Brand Profile
Not yet started
01

Career History

HOT SPRINGS ASSET MANAGEMENT, INC.
Jan 2008 – present
VITA ADVISORY SOLUTIONS INC
Dec 2019 – Dec 2020
TEXARKANA, TX
H.D. VEST ADVISORY SERVICES, INC
Aug 1999 – Jan 2008
HOT SPRINGS, AR
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 4, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VITA ADVISORY SOLUTIONS INC
CRD 304759 · SEC 801-117286
AUM
$32M
Regulatory assets under management
Employees
4
123 client accounts
Services offered by VITA ADVISORY SOLUTIONS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VITA ADVISORY SOLUTIONS INC →
Introduction

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05

Frequently Asked Questions

What services does David Charles Adams offer?
David Charles Adams specializes in Financial Planning, Investment Management. Contact their office in TEXARKANA, Texas for a consultation.
What are David Charles Adams's credentials?
David Charles Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Charles Adams located?
David Charles Adams is based in TEXARKANA, Texas, working with VITA ADVISORY SOLUTIONS INC. Their office serves clients in the TEXARKANA metropolitan area and surrounding communities.
How does David Charles Adams charge for services?
David Charles Adams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VITA ADVISORY SOLUTIONS INC?
VITA ADVISORY SOLUTIONS INC has approximately 4 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VITA ADVISORY SOLUTIONS INC

John William Lauer
TEXARKANA, TX
Michael Walton Rogers
TEXARKANA, TX

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