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Richard Matthew Jr Adams

UNITED BROKERAGE SERVICES, INC·PARKERSBURG, West Virginia
SIE, Series 7, Series 24, Series 66Clean recordUNITED BROKERAGE SERVICES, INC
514 MARKET STREET, PARKERSBURG, WV 26101CRD# 2656091Firm CRD# 39062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Matthew Jr Adams · PARKERSBURG, WV
Registration
CRD #2656091 · UNITED BROKERAGE SERVICES, INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
UNITED BROKERAGE SERVICES, INC
CRD 39062 · SEC 801-80804
AUM
$250M
Regulatory assets under management
Employees
101
790 client accounts
Services offered by UNITED BROKERAGE SERVICES, INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at UNITED BROKERAGE SERVICES, INC →
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Frequently Asked Questions

What services does Richard Matthew Jr Adams offer?
Richard Matthew Jr Adams specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PARKERSBURG, West Virginia for a consultation.
What are Richard Matthew Jr Adams's credentials?
Richard Matthew Jr Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Matthew Jr Adams located?
Richard Matthew Jr Adams is based in PARKERSBURG, West Virginia, working with UNITED BROKERAGE SERVICES, INC. Their office serves clients in the PARKERSBURG metropolitan area and surrounding communities.
How does Richard Matthew Jr Adams charge for services?
Richard Matthew Jr Adams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNITED BROKERAGE SERVICES, INC?
UNITED BROKERAGE SERVICES, INC has approximately 101 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UNITED BROKERAGE SERVICES, INC

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Matthew Lee Humphrey
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Kenneth Steven Davis
PARKERSBURG, WV
Thomas James Mudlaff
PARKERSBURG, WV
Mark Allen Stull
PARKERSBURG, WV
Ronald Bradford Burley
PARKERSBURG, WV

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