Lyn
Adams

Cetera Advisor Networks LLC

CRD#2640119
Investment Advisor
in Raleigh, NC
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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

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

17 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

Lyn Adams Work History

Lyn has 17 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks LLC

2001 - 2012 (11 years)

Financial Network Inv. Corp

Disclosures

Lyn 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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