Adam Rex is a CFP-designated registered investment advisor, based in Virginia Beach, VA, with 22 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold.
Location
448 Viking Drive, Suite 310, Virginia Beach, VA, 23452
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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 a VP of Risk Management and an independent insurance agent for various companies since 2008, dedicating a few hours per week. He is also an advisory representative of a RIA, spending about 10-20% of his time, and a trustee of a corporate retirement plan, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
MML Investors Services, INC.Broker
State Registrations2 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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