Georgia Martin Adams
Investment adviser representative at Advice and Planning Services
9 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2024 to now
- TIAAJun 2024 to now
- Deluxe CorpMar 2024 to May 2024
- UnemployedFeb 2024 to Feb 2024
- Fidelity Personal and Workplace AdvisorsApr 2021 to Jan 2024
- Fidelity Brokerage Services, LLCFeb 2021 to Jan 2024
- Fidelity InvestmentsFeb 2021 to Jan 2024
- Allstate Financial Services, LLCNov 2019 to Feb 2021
- Allstate Insurance CoNov 2019 to Feb 2021
- UnemployedAug 2019 to Oct 2019
- USAAJul 2019 to Jul 2019
- Loren HsiaoMar 2019 to Jun 2019
- Scott SweetAug 2016 to Mar 2019
- Northwestern Mutual Wealth Management CompanyAug 2015 to Jun 2019
- Northwestern Mutual Investment Services, LLCMay 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4524701
- Firm CRD
- 20472