Adam joined Darnall, Sikes & Frederick in 2001 and currently serves on the firm's Tax Committee. With an extensive experience in the areas of individual and business taxation, multistate taxation, and wealth management services, he works with professionals and business owners in a variety of fields.
Adam graduated Summa Cum Laude from the University of Louisiana at Lafayette in December 2002 with a Bachelor of Science in Accounting and earned his CPA license in October 2003. Adam assists clients with their financial planning needs as a Certified Financial Planner and registered representative with 1st Global Capital Corp. Adam has passed the FINRA Series 7 and 66 exams and is a member of the AICPA and SLCPA.
As a CPA, and a Certified Financial Planner™, Adam views the big picture as it relates to the financial planning process and he has the capability and resources to assist clients in reaching their financial goals.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st GLobal Insurance, Inc. We currently have individuals registered to offer securities in the states of AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MO, MS, MT, NC, NM, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WY.