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GAAM WEALTH ADVISORS, INC.
GAAM WEALTH ADVISORS, INC.
KINGSPORT, Tennessee
·
4 registered advisors
·
CRD# 140446
SEC# 801-78403
423-247-8840
01
Firm Overview
AUM
$17M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GAAM WEALTH ADVISORS, INC.
4 registered advisors
Herbert Michael Gilbert
KINGSPORT, Tennessee
CRD# 1767879
Pamela Ann Corrigan
KINGSPORT, Tennessee
CRD# 2359893
Rosemary Dawn Jones
KINGSPORT, Tennessee
CRD# 4467458
Sherin Storm Whitfield
KINGSPORT, Tennessee
CRD# 4467322
05
Office Locations
KINGSPORT, Tennessee
4 advisors
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Data sourced from SEC Form ADV filings. GAAM WEALTH ADVISORS, INC. (CRD# 140446) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.