Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Denton Prewett is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Adam has been in the financial industry since 2004 and holds a Series 6, 7, and 63. Adam has worked at a number of firms including Titleist Capital, LLC, LPL Financial LLC, and Voya Financial Advisors, Inc. Adam is registered to provide investment advice in 14 states and works with a variety of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. Adam specializes in providing financial planning, educational seminars, and portfolio management.
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
TX
01/29/2024 - Present
Cambridge Investment Research Advisors, Inc. (Plano TX)
TX
06/23/2021 - 02/27/2024
TITLEIST CAPITAL, LLC (Plano TX)
TX
04/17/2015 - 07/06/2021
LPL FINANCIAL LLC (DALLAS TX)
TX
01/03/2011 - 04/24/2015
VOYA FINANCIAL ADVISORS, INC. (PLANO TX)
TX
03/19/2004 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ADDISON TX)
IA
Issued 06/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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