Adam Briggs
Adam Briggs is a registered investment advisor at Cetera Investment Advisers LLC, based in Wooster, OH, with 24 years of industry experience. Adam 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
105 East Liberty St Ste 300, Wooster, OH, 44691
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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
Adam is involved in numerous outside business activities, including serving on committees and boards for various non-profit organizations, real estate ventures, and companies. He dedicates a significant amount of time (full-time) to Briggs Financial Group, where he provides financial planning services and sells fixed insurance products and securities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Hantz Financial Services, INC.Broker
Locust Street Securities, INC.Broker
State Registrations28 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.