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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bethel is a financial advisor with Cambridge Investment Research Advisors, Inc. Adam has been in the financial industry since 2003. Adam has a wide range of experience in the financial industry, including working with individuals, businesses, and retirement plans. Adam holds several licenses and certifications, including the Series 6, Series 7, Series 63 and Series 65. Adam also has experience with various products and services, such as financial planning, investment management, and insurance. Adam is committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
01/25/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fulton MO)
MO
07/31/2020 - 01/31/2024
LPL FINANCIAL LLC (COLUMBIA MO)
MO
01/27/2017 - 08/06/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Columbia MO)
MO
10/22/2007 - 01/30/2017
NATIONAL PLANNING CORPORATION (CRYSTAL CITY MO)
MO
07/14/2003 - 10/23/2007
AMERICAN GENERAL SECURITIES INCORPORATED (FESTUS MO)
IA
Issued 05/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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