Adam Savanick
Adam Savanick is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Harrisonburg, VA, with 18 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
Firm Size
IM Fee
Assets Under Management
Location
205 A South Liberty Street, Harrisonburg, VA, 22801
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Regulatory History (1)
Customer Dispute
October 2020Other Business ActivitiesSells Insurance
Adam is an insurance agent at LD&B Insurance Agency and LD&B Insurance and Financial Services, selling various insurance products and investments, taking up a full-time commitment. He also holds positions as Treasurer for BNA Stores Inc. and board member for On The Road Collaborative and Boys and Girls Club Harrisonburg Rockingham, and is a partner in BNA Properties LLC and landlord for a rental property.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Investment Advisors
Mma Trust Company
Proequities, INC.Broker
State Registrations28 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.