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professional profile

Brock Adams, CFA

AgentIAR Roy, UT CRD 6488540 Last verified October 2026

Overview

Brock Adams is an insurance agent and an investment adviser representative based in Roy, UT, with 10 years in the industry.

Years in the industry
10
States licensed
4
States registered
2
Carrier appointments
6

Contact

3 business emails and 4 phone numbers on file

Registrations and licenses

  • Licensed in 4 states
  • Registered in 2 states
  • Life Agent Individual
  • Producer
  • Series 63
  • Series 65

3 lines of authority, with every state and its dates

Firms

Employment history since 2017

Carriers

6 active carrier appointments

Book and practice

Firm assets under management on file

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