CA
CFP
CA
CFP

Chrystal Adams

16 Years of Experience
Marksville, LA
Broker

Chrystal Adams is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Marksville, LA, with 16 years of industry experience. Chrystal 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

554 Tunica Dr W, Marksville, LA, 71351

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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 Activities

Chrystal is the owner of Empower Wealth Management LLC, offering investment, tax preparation, bookkeeping, and planning services, dedicating full-time hours to this endeavor. She is also the president of the Rotary Club of Avoyelles, spending minimal time per week, and a member of DMC Rental Property LLC, spending minimal time per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2021 - Present · 4 yrs 9 mos
Cetera Financial Specialists LLCBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Avantax Advisory Services
August 2013 - November 2021 · 8 yrs 3 mos
Avantax Investment Services, INC.Broker
March 2010 - November 2021 · 11 yrs 8 mos
Primevest Financial Services, INC.Broker
November 2008 - October 2009 · 11 mos
State Registrations7 states
ARCOINLAMSNCWA
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.
Chrystal Adams - Financial Advisor | TrueAdvisor