Adam Antoniades (CRD# 2261744) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 30 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tower Square Investment Management LLC | El Segundo, CA | Jun 2015 - Current | 8 |
Cetera Investment Advisers LLC | Schaumburg, IL | May 2015 - Current | 8 |
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2014 - Current | 9 |
Cetera Advisors LLC | Denver, CO | Jun 2014 - Current | 9 |
Cetera Financial Specialists LLC | Schaumburg, IL | Jun 2014 - Current | 9 |
Cetera Investment Services LLC | Saint Cloud, MN | Jun 2014 - Current | 9 |
First Allied Securities, Inc. | San Diego, CA | Jun 2005 - Sep 2022 | 17 |
Investors Capital Corp. | Lynnfield, MA | Aug 2016 - Oct 2016 | < 1 |
Summit Brokerage Services, Inc. | Boca Raton, FL | Aug 2016 - Oct 2016 | < 1 |
Vsr Financial Services, Inc. | Overland Park, KS | Aug 2016 - Oct 2016 | < 1 |
Legend Equities Corporation | Palm Beach Gardens, FL | Aug 2016 - Oct 2016 | < 1 |
First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Dec 2015 | 3 |
Cetera Investment Management LLC | El Segundo, CA | May 2015 - Jun 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1994 |
S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
- CA
- TX
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Total Assets Under Management33,356MILLIONS
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Total Number of Accounts176,986ACCOUNTS
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Average Account Value$188,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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