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JOEL ADAMS AND ASSOCIATES INC.
JOEL ADAMS AND ASSOCIATES INC.
ASHEVILLE, North Carolina
·
3 registered advisors
·
CRD# 319379
SEC# 801-123660
1
(828) 251-9700
01
Firm Overview
AUM
$244M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at JOEL ADAMS AND ASSOCIATES INC.
3 registered advisors
Bray Creech
ASHEVILLE, North Carolina
CRD# 6379479
Chad Thomas Storck
ASHEVILLE, North Carolina
CRD# 7683777
Joel Barber Adams
ASHEVILLE, North Carolina
CRD# 1396354
05
Office Locations
ASHEVILLE, North Carolina
3 advisors
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Data sourced from SEC Form ADV filings. JOEL ADAMS AND ASSOCIATES INC. (CRD# 319379) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.