Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Audet is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Adam has been working in the industry since April 2012. Adam holds Series 6, 7, 24, 63, and 66 securities licenses. Adam has been registered with Cambridge Investment Research Advisors, Inc. since August 2021. Previously, Adam was employed with Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation. Adam has experience with financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors.
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
NH
08/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Hopkinton NH)
NH
04/02/2012 - 08/25/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (Concord NH)
NH
01/27/2014 - 11/04/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
BOTH
Issued 10/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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