James L. Adams,  CFP<sup>&reg;</sup> - Financial Advisor

James L. Adams, CFP®

CAP™, AEP

Ameriprise Financial Services, Inc.

2700 Lake Villa Ste200
Metairie, LA 70002
(504) 779-9282

General

James Adams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Metairie, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CAP, AEP, CKA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources