Parker
Adam
Cetera Advisors LLC
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About this Advisor
Parker Adam is a financial advisor based out of San Diego, California with 3 years of industry experience. Adam is an advisor for Cetera Advisors LLC. During their career, Adam has held roles at Uc San Diego Rady School Of Management, School, Cetera Advisors, Sportivoai Limited, Forward Financial LLC and Telesis Tax And Financial. Adam has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Missouri. Cetera Advisors LLC is a registered investment company that has its headquarters in Englewood, CO. It has offices in 692 locations and a total of 1,047 employees. It has $21 billion in assets across its 90,646 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 294 charities and foundations. Of its 90,646 customer accounts, 26% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which service is offered. Fees charged by Cetera Advisors LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Parker Adam Work History
Parker has been registered as a financial advisor for 3 years.*
Telesis Tax And Financial
Cetera Advisors
Forward Financial LLC
Sportivoai Limited
Cetera Advisors
Uc San Diego Rady School Of Management
School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Parker Adam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Advisors LLC
Orlando, FL
Westborough, MA
Boca Raton, FL
Missoula, MT
San Diego, CA
Belmar, NJ
Lake Oswego, OR
Franklin, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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