professional profile
Amanda T Adams, CFP
Overview
Amanda T Adams is an insurance agent, a registered representative and an investment adviser representative based in North Attleboro, MA, with 8 years in the industry.
- Years in the industry
- 8
- States licensed
- 3
- States registered
- 3
- Carrier appointments
- 3
Contact
1 business email and 4 phone numbers on file
Registrations and licenses
- Licensed in 3 states
- Registered in 3 states
3 lines of authority, with every state and its dates
Firms
- Purshe Kaplan Sterling InvestmentsCurrent firm
- Concurrent Investment Advisors, LLCCurrent firm
Employment history since 2018
Carriers
3 active carrier appointments
Book and practice
Firm assets under management on file
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