Kenneth Taylor Adams

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2005 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR
• 06/2011 → 02/2018
  Bank Of America, N.A.
  Little Rock, AR
• 02/2018 → Present
  Raymond James Financial Services, Inc.
  Little Rock, AR
• 02/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  Little Rock, AR
• 07/2018 → 11/2018
  Swg Holdings, Llc
  Little Rock, AR
• 02/2018 → Present
  Southern Wealth Group
  Little Rock, AR

Previous Registrations

• 2006-01-05 → 2018-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR
  Little Rock, AR

Other Businesses

(1)Name of Business: Adams IRA Address: 11311 Arcade Drive, Suite 210, Little Rock, AR, 72212, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 09/25/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-Trustee (2)Name of Business: Southern Wealth Group Address: 11311 Arcade Drive, Suite 210, Little Rock, AR, 72212, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/16/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner/financial advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-06
• S63 Uniform Securities Agent State Law Examination
  2003-12-11

Other Names

• Taylor Adams
• Kenneth Taylor Adams
• Kenneth T Adams