John
Adams

Cetera Advisor Networks LLC

CRD#5412830
Investment Advisor
in Raleigh, NC
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About this Advisor

John Adams is a certified financial planner operating out of Raleigh, North Carolina, who has been in the advisory business for 11 years. Adams is an employee of Cetera Advisor Networks LLC. During their career, the advisor has held roles at Financial Network, Ameriprise Financial Services, Inc, Ameriprise Financial, Cetera Advisor Networks LLC and John Adams, LLC. Adams holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina and Texas. Cetera Advisor Networks LLC is a financial advisory company that has its headquarters in Raleigh, North Carolina. It has offices in 850 locations and a total of 1,890 advisors. It administers $21 billion in assets between its 75,665 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 298 charities and foundations. Of its 75,665 customer accounts, 25% are held by high-net-worth individuals who have at least $1 million in investable assets. The company provides 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. Fees charged by financial advisors usually vary depending on which service is offered. Fees billed by Cetera Advisor Networks LLC may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4141 Park Lake Ave Ste 120
Raleigh, NC 27612

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$18,099,125,377

NC Average: $7,578,581,321
Total Number of Employees

1,767

NC Average: 43
Total Number of Accounts

71,503

NC Average: 3,727
Average Account Size

$253,124

NC Average: $2,033,427

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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

John Adams Work History

John has 11 years of experience.

2017 - Present (2 years)

John Adams, LLC

2013 - Present (6 years)

Cetera Advisor Networks LLC

2010 - 2012 (2 years)

Financial Network

2009 - 2010 (1 year)

Ameriprise Financial

2007 - 2009 (2 years)

Ameriprise Financial Services, Inc

Disclosures

John Adams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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