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Adam Delaughter

26 Years of Experience
Omaha, NE
Broker

Adam Delaughter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Omaha, NE, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

8418 Frederick Street, Omaha, NE, 68124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam works as an advisor within a bank, dedicating minimal time to this role. He also works as an advisor in a bank branch for First Investments and Planning, taking about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2015 - Present · 11 yrs 3 mos
Raymond James Financial Services, INC.Broker
June 2015 - Present · 11 yrs 3 mos
Previous Registrations
First National Capital Markets, INC.
June 2012 - June 2015 · 3 yrs
First National Capital MarketsBroker
June 2012 - June 2015 · 3 yrs
H.D. Vest Advisory Services, INC
February 2010 - June 2012 · 2 yrs 4 mos
H.D. Vest Investment ServicesBroker
December 2005 - June 2012 · 6 yrs 6 mos
Datek Online Financial Services LLCBroker
September 2002 - October 2002 · 1 mo
Ameritrade, INC.Broker
January 2002 - October 2005 · 3 yrs 9 mos
AmeritradeBroker
March 1999 - December 2001 · 2 yrs 9 mos
State Registrations13 states
AKARAZCOFLGAIAILMNNEOHSDTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Adam Delaughter - Financial Advisor | TrueAdvisor