Vickie Adams
Vickie Adams is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Denver, CO, with 32 years of industry experience. Vickie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
600 17th Street, Suite-2800 South, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vickie is involved in several outside business activities. She prepares taxes, provides business/management consulting as a Certified Divorce Financial Analyst, and works as an independent insurance agent, dedicating a few hours per week to insurance sales as part of the financial planning process. She also spends full-time on operational and/or marketing activities for Avantax Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Jackson National Financial Services, INC.Broker
State Registrations8 states
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