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Adam Reeves

20 Years of Experience
Pulaski, TN
BrokerSells Insurance

Adam Reeves is a registered investment advisor at Cetera Investment Advisers LLC, based in Pulaski, TN, with 20 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

115 South Second St, Pulaski, TN, 38478

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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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Other Business ActivitiesSells Insurance

Adam is an agent/broker for Shoemaker Fixed Insurance, selling fixed insurance products since 2018, dedicating a few hours per week. He also works as a financial professional for Shoemaker Financial, a financial services business, dedicating about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
May 2006 - August 2023 · 17 yrs 3 mos
Securian Financial Services, INC.Broker
November 2005 - August 2023 · 17 yrs 9 mos
State Registrations21 states
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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.