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Adam Ezell

10 Years of Experience
Murfreesboro, TN
Broker

Adam Ezell is a registered investment advisor at Cetera Investment Advisers LLC, based in Murfreesboro, TN, with 10 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

100 E Vine St, Ste 200, Murfreesboro, TN, 37130

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2017 - Present · 8 yrs 6 mos
Cetera Investment Services LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Amsouth Investment Services, INC.Broker
March 2004 - March 2006 · 2 yrs
State Registrations1 state
TN
AdvisorBrokerBoth

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
No exam information available for this advisor.
Adam Ezell - Financial Advisor | TrueAdvisor