Bernard Adam, financial advisor Houston TX

Bernard Adam

CRD Number: 1492644
Current Firm: Cetera Investment Advisers LLC

Bernard Adam (CRD# 1492644) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Houston, TX and has over 22 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Bedrock Financial Advisors, LLC The Woodlands, TX Mar 2023 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 2
Voya Financial Advisors Houston, TX Sep 2014 - Jun 2021 6
Ing Financial Partners, Inc. Houston, TX Jan 2013 - Sep 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Bernard F. Adam
Phone Number: 888-528-2987
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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