Adam
Oates
Archer Investment Corporation
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About this Advisor
Adam Oates is a financial advisor who works in Greensboro, North Carolina with 2 years of relevant experience. Oates currently works for Archer Investment Corporation. Throughout their career, they have worked at Axa Advisors, Appalachian State University, Community College, Lowes Food, Guiliford County Public Schools, Equitable Advisors, LLC and Archer Investment Corporation. Oates holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Archer Investment Corporation is a firm based out of Carmel, IN. It has offices in 84 locations and a total of 87 advisors. It handles $603 million in total assets across its 3,815 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 3,815 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Archer Investment Corporation performs a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Financial management fee schedules are based on which service is provided. Fees billed by Archer Investment Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archer Investment Corporation Brokerage Details
$602,923,205
87
3,815
$158,040
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Adam Oates Work History
Adam has been registered as a financial advisor for 2 years.*
Archer Investment Corporation
Axa Advisors
Equitable Advisors, LLC
Appalachian State University
Lowes Food
Community College
Guiliford County Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Oates 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 Archer Investment Corporation
Carmel, IN
Barrington, IL
Rosemead, CA
Woodland Hills, CA
Carmel, IN
Carmel, IN
Carmel, IN
Altamonte Springs, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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