Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Dewayne Adams is an investment advisor representative with Cerity Partners Retirement Plan Advisors, based in New York, NY. Larry has been in the industry since 1990 and has a broad range of experience working with various firms, including D.H. Hill Securities LLP, Lowell & Company, Inc., and Cambridge Legacy Securities L.L.C. Larry is a licensed investment advisor representative in Texas. Larry works with individuals, pension and profit-sharing plans, state or municipal government entities, and other investment advisors. Larry focuses on financial wellness coaching and pension consulting, working with clients across various investment strategies.
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.
Guidance on pension options to ensure a secure financial future.
Financial wellness coaching
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.
1
2
NY
06/08/2022 - Present
Cerity Partners Retirement Plan Advisors (NEW YORK NY)
TX
08/14/2008 - 10/07/2009
D.H. HILL SECURITIES LLP (MIDLAND TX)
TX
10/12/2006 - 09/03/2008
LOWELL & COMPANY, INC. (MIDLAND TX)
TX
01/18/2006 - 10/02/2006
CAMBRIDGE LEGACY SECURITIES L.L.C. (MIDLAND TX)
TX
04/18/2005 - 12/31/2005
LOWELL & COMPANY, INC. (LUBBOCK TX)
MN
07/13/2004 - 04/15/2005
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
TN
05/06/2004 - 07/14/2004
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
FL
12/10/2002 - 05/07/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
05/01/2002 - 11/11/2002
PROMARK SECURITIES, INC. (DALLAS TX)
NE
05/31/2001 - 04/16/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
AZ
09/22/2000 - 06/01/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
10/09/1995 - 12/31/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
09/02/1994 - 08/24/1995
MONY SECURITIES CORP. (NEW YORK NY)
MA
09/25/1992 - 08/05/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/25/1992 - 08/05/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
08/29/1991 - 09/04/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/28/1991 - 09/04/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MA
08/30/1990 - 08/22/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/30/1990 - 08/22/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Larry Adams is the right advisor for you? Invested Better is here to help.
