Vickie Adams is a CFP-designated registered investment advisor, based in Denver, CO, with 33 years of industry experience. Vickie is also registered as a broker, so some compensation may come from commissions on products sold.
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 Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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