Lyn Adams
Lyn Adams is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cary, NC, with 31 years of industry experience. Lyn is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8000 Regency Parkway, Suite 580, Cary, NC, 27518
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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
Lyn operates Adams Financial as a DBA for financial services, dedicating about a quarter of their time to obtaining and servicing clients. Lyn also sells life and long-term care insurance and owns a commercial real estate business, coaches youth basketball, and runs a basketball academy.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Fsc Securities CorporationBroker
State Registrations30 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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