AC
CFP
AC
CFP

Adam Curry

19 Years of Experience
Lafayette, LA
BrokerSells Insurance

Adam Curry is a CFP-designated registered investment advisor, based in Lafayette, LA, with 19 years of industry experience.

Location

2000 Kaliste Saloom Rd Ste 300, Lafayette, LA, 70508

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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 a partner at a CPA firm, Darnall, Sikes & Frederick, and works as a financial advisor for Darnall Sikes Wealth Partners LLC. He also engages in insurance sales and service through Avantax Insurance Agency and/or Avantax Insurance Services, and is a member of DSG&F Real Estate Investments, LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
September 2006 - October 2019 · 13 yrs 1 mo
1st Global Capital CORP.Broker
June 2006 - October 2019 · 13 yrs 4 mos
State Registrations3 states
LAMSTX
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 Curry - Financial Advisor | TrueAdvisor