Christopher William 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

• 02/2006 → Present
  Raymond James Financial Services, Inc.
  Franklin, TN
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Nashville, TN
• 05/2014 → Present
  Pinnacle Bank Trust & Inv Services
  Nashville, TN

Previous Registrations

• 2005-03-08 → 2006-02-15
  Truist Investment Services, Inc.
  Nashville, TN
  Brentwood, TN

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 150 3rd Ave S Ste 900, Nashville, TN, 37201-2034, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/07/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Practice Manager (2)Name of Business: Well House Church Address: 311 Goodman Dr, Gallatin, TN, 37066, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the church's Lead Team: the church business decision making body. Will have oversight of budget creation. No checkwriting.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-07
• S63 Uniform Securities Agent State Law Examination
  2000-06-19