Trent Carter Adams
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2026 to now
- Raymond James Financial Services, Inc.Apr 2026 to now
- Southside BankApr 2026 to now
- Goldman SachsFeb 2025 to Apr 2026
- Forvis Mazars, LLPMay 2024 to Aug 2024
- Hawkins Financial GroupSep 2023 to May 2024
- Pine CoveMay 2023 to Aug 2023
- Pine CoveMay 2022 to Aug 2022
- Oklahoma State UniversityAug 2021 to Dec 2024
- Adams Furniture & Appliance, LLCMay 2021 to Aug 2021
- Tyler Legacy High SchoolAug 2017 to May 2021
- Hubbard Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7809453
- Firm CRD
- 149018