LPL Financial
36yrs
Top advisor by experience in Guntersville
14yrs
Adam Thomas O'Shields
Financial advisor at Raymond James Financial Services Advisors
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office400 Gunter Avenue, Guntersville, AL 35976
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2014 – nowRaymond James Financial Services Advisors, Inc.Current firm
- Mar 2013 – Jun 2014UBS Financial Services Inc.Previously
- Oct 2012 – Dec 2012Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Adam
Tailored to Adam’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Adam
How do I contact Adam?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Adam Thomas O'Shields. Adam works from the Guntersville, AL office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Adam hold?
Series 66. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Adam for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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