Adam Greene
Adam Greene is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 14 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
9191 Siegen Ln Bldg 6 Ste B, Baton Rouge, LA, 70810
Get directionsHistory
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
Adam is an independent insurance agent selling fixed insurance products and a financial advisor with Menard Financial Group, selling and servicing securities and insurance products. Both activities appear to take up a significant amount of Adam's time, with the insurance sales taking up a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Hancock Investment Services, INC.
Hancock Investment Services, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations13 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.