Carla
Adams

Nectarine

CRD#5519001
Investment Advisor
in San Diego, CA

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About this Advisor

Carla Adams is a financial advisor based in San Diego, California, working with Nectarine. Carla has previously held positions at Blue Prairie Group, Diversified Portfolios, Inc, Nectarine, and Ametrine Wealth Management LLC. Carla has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Carla is part of Nectarine, which operates out of San Diego, California. The firm has 19 offices and 21 employees. The services offered by the firm include financial planning services and the selection of other advisers. The fee structure at Nectarine includes fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Selection of other advisers

Fee Structure

Fixed Fees, Others

Office Location

1650 Garnet Avenue #1090
San Diego, CA 92109

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Nectarine Brokerage Details

Total Number of Employees

21

CA Average: 43

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers

Carla Adams Work History

2024 - Present (0 year)

Nectarine

2023 - Present (1 year)

Ametrine Wealth Management LLC

2018 - 2023 (5 years)

Diversified Portfolios, Inc

2013 - 2018 (5 years)

Blue Prairie Group

Disclosures

Please visit the SEC profile of Carla Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nectarine

Carla Adams
San Diego, CA
Sara Young
Cincinnati, OH
Cristina Perez
San Diego, CA
Madison Sharick
San Diego, CA
Adam Coleman
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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