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Vice President · Christensen, King & Associates Investment Services, Inc.

Anthony P. Adams

CRD 7199920 · Named on Form ADV at one SEC-registered adviser

At a glance

Christensen, King & Associates Investment Services, Inc., an SEC-registered wealth manager based in Richland, WA with $294 million in regulatory assets, lists Anthony P. Adams on its Form ADV as Vice President, a control person.

Firms and roles

AtlasMembers

Anthony’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2019 (6 years)
Designations
None on file
Exams
Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Anthony’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Robin R. GouldChief Compliance Officer, Christensen, King & Associates Investment Services, Inc.
  • Teresa A. GarciaVice President, Christensen, King & Associates Investment Services, Inc.
  • Scott M. BrunsonPresident, Christensen, King & Associates Investment Services, Inc.
  • Joseph W. CrowtherVice President, Christensen, King & Associates Investment Services, Inc.
  • Joseph M. ReidVice President, Christensen, King & Associates Investment Services, Inc.

2 more people named with Anthony on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anthony’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.