CA
CA

Carissa May Adams

3 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

12750 Merit Drive, Suite 1000, Dallas, TX, 75251

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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

Carissa works as a yoga instructor at CorePower Yoga since August 2022. This outside employment takes about 10-20% of her time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Gallagher Fiduciary Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
LPL Financial LLC
October 2022 - October 2024 · 2 yrs
LPL Financial LLCBroker
July 2022 - October 2024 · 2 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Carissa May Adams - Financial Advisor | TrueAdvisor