Cetera Advisor Networks LLC
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About this Advisor
Lyn Adams is a certified financial planner who lives in Raleigh, North Carolina. Currently a registered financial advisor with Cetera Advisor Networks LLC, Adams has 17 years of work experience. Adams holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative. Adams is registered to serve customers based out of North Carolina and Texas. Their career trajectory has included roles at Financial Network Inv. Corp and Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is headquartered in Raleigh, North Carolina, and operates out of 850 other locations across the country. In total, Cetera Advisor Networks LLC oversees $21 billion in assets throughout 75,665 accounts and retains more than 1,890 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 59,013 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 25% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Cetera Advisor Networks LLC offers 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Cetera Advisor Networks LLC Brokerage Details
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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
Lyn Adams Work History
Lyn has 17 years of experience.
Cetera Advisor Networks LLC
Financial Network Inv. Corp
Lyn Adams has no disclosures.
Please visit their SEC profile for more details.