John Adams
John Adams is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Raleigh, NC, with 18 years of industry experience. John 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
4141 Park Lake Ave Ste 120, Raleigh, NC, 27612
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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
John works as a financial advisor and backup designated supervisor for Adams Financial, dedicating about a quarter of his time. He also sells fixed insurance, life insurance, and annuities through various companies and Adams Financial Partners, Inc., spending minimal time on these activities. Additionally, John volunteers as a budget counselor at Hope Community Church, coaches basketball, and owns John Adams, LLC for personal tax strategy.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations9 states
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