Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Paul Burnett is a financial professional with over 25 years of experience in the industry. Adam has a wide range of experience in the financial services industry, having worked for firms such as Robert W. Baird & Co. Incorporated, J.J.B. Hilliard, W.L. Lyons, LLC, SunTrust Investment Services, Inc., and First Tennessee Brokerage, Inc. Adam is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC. Adam is committed to providing his clients with personalized financial advice and guidance. He specializes in financial planning, portfolio management, and retirement planning. Adam is dedicated to helping his 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.
A percentage of the total value of assets under management is charged.
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2
TN
06/29/2023 - Present
Cetera Investment Advisers LLC (KNOXVILLE TN)
TN
10/18/2019 - 11/12/2021
ROBERT W. BAIRD & CO. INCORPORATED (KNOXVILLE TN)
TN
08/17/2018 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (KNOXVILLE TN)
TN
07/07/2011 - 08/21/2018
SUNTRUST INVESTMENT SERVICES, INC. (MORRISTOWN TN)
TN
07/11/2002 - 07/01/2011
FIRST TENNESSEE BROKERAGE, INC. (KNOXVILLE TN)
NY
06/03/1997 - 07/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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