Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Burnett is a financial professional with over 25 years of experience in the financial services industry. Adam is currently registered with Cetera Investment Advisers LLC and previously held positions with Robert W. Baird & Co. Incorporated, J.J.B. Hilliard, W.L. Lyons, LLC, SunTrust Investment Services, Inc., First Tennessee Brokerage, Inc., and Morgan Stanley DW Inc. Adam specializes in providing financial planning, portfolio management, pension consulting, and educational seminars to individuals, businesses, and institutions.
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 6/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/9/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 5/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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