Keith Adams
Keith Adams is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Louis, MO, with 28 years of industry experience. Keith 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
2190 S Mason Rd Ste 103, St. Louis, MO, 63131
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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
Keith is an insurance agent selling various insurance products, including life, health, and annuities, dedicating a few hours per week. He is also a senior partner and investment advisor representative at Strategic Financial Group, a tax preparer at SFG Consulting, and an NEA retirement specialist, each taking minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Metlife Securities INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Prudential Securities IncorporatedBroker
State Registrations7 states
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