Martin Adams
Martin Adams is a registered investment advisor at Planmember Securities Corporation, based in Birmingham, AL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
1976 Gadsden Hwy, Suite 236-244, Birmingham, AL, 35235
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Martin is the owner of Innovative Financial Solutions Inc., spending full-time hours on financial/investment and insurance sales & services. He is also self-employed, providing insurance sales & services, which takes about 10-20% of his time.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Pan-American Investment Advisers, INC.
Pan-American Financial AdvisersBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.