Larry AdamsCRD Number: 2035244
Current Firm: Cerity Partners LLC
Larry Adams (CRD# 2035244) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 32 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Cerity Partners LLC||New York, NY||Jun 2022 - Current||< 1|
|Fjy Financial||Midland, TX||Jul 2014 - May 2022||7|
|Lifepointe Financial Partners,lp||Midland, TX||Mar 2011 - Jul 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1990|
|S66||NASAA Uniform Combined State Law Examination||Apr 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management44,671MILLIONS
Total Number of Accounts5,713ACCOUNTS
Average Account Value$7,819,102
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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