Adam O'shields
Adam O'shields is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Guntersville, AL, with 13 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
Firm Size
IM Fee
Assets Under Management
Location
400 Gunter Avenue, Guntersville, AL, 35976
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is the president of O'Shields Wealth Management, Inc. and Team Wealth Solutions, and the CEO of Park Place Holdings, LLC, which is involved in rental real estate. He spends about half his time as a financial advisor for Team Wealth Solutions.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
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