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Michael Lee Adams

Cambridge Investment Research, Inc.

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About Michael Lee Adams

Michael Adams is a financial advisor with Cambridge Investment Research, Inc.. Michael has been working in the industry since February 14, 1996. Michael is registered to provide investment advice in 10 states including Florida, Kansas, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, and Virginia. Michael is also registered with FINRA. Prior to joining Cambridge Investment Research, Inc. Michael worked with Lincoln Financial Securities Corporation and American General Securities Incorporated.

Firm Information

Michael Adams is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Adams’s Registration & Firm History

NC

04/23/2021 - Present

Cambridge Investment Research, Inc. (Bath NC)

NC

01/02/2008 - 04/28/2021

LINCOLN FINANCIAL SECURITIES CORPORATION (BATH NC)

NC

10/01/2002 - 12/31/2007

AMERICAN GENERAL SECURITIES INCORPORATED (BATH NC)

TX

02/14/1996 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 02/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Lee Adams. Review regulatory record here.
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